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CSEIX vs IRSRX
CSEIX vs IRSRX Comparison
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CSEIX vs IRSRX Comparison Chart in %
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CSEIX vs. IRSRX commentary
Jul 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CSEIX is a Hold and IRSRX is a Buy.
FUNDAMENTALS
Fundamentals
CSEIX has more cash in the bank: 9.36B vs. IRSRX (94.8M). CSEIX pays higher dividends than IRSRX: CSEIX (2.65) vs IRSRX (1.60). CSEIX was incepted earlier than IRSRX: CSEIX (29 years) vs IRSRX (21 years). IRSRX (1.79) is less costly to investors than CSEIX (1.10). IRSRX is a more actively managed with annual turnover of: 45.00 vs. CSEIX (27.00). CSEIX (0) and IRSRX (0) have matching initial minimum investment requirements. CSEIX annual gain was more profitable for investors over the last year : 13.25 vs. IRSRX (2.06). CSEIX return over 5 years is better than : 12.97 vs. IRSRX (-42.00).
| CSEIX | IRSRX | CSEIX / IRSRX | |
| Total Expense Ratio | 1.10 | 1.33 | 83% |
| Annual Report Gross Expense Ratio | 1.10 | 1.79 | 61% |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | 14.835 | 18.727 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 94.8M | 9,872% |
| Annual Yield % from dividends | 2.65 | 1.60 | 166% |
| Returns for 1 year | 13.25 | 2.06 | 642% |
| Returns for 3 years | 33.68 | -4.74 | -710% |
| Returns for 5 years | 12.97 | -42.00 | -31% |
| Returns for 10 years | 60.10 | -43.23 | -139% |
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