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CSEIX vs SOAAX
CSEIX vs SOAAX Comparison
Open Charts CSEIX vs SOAAX
CSEIX vs SOAAX Comparison Chart in %
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CSEIX vs. SOAAX commentary
Aug 03, 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 SOAAX is a Hold.
FUNDAMENTALS
Fundamentals
CSEIX has more cash in the bank: 9.61B vs. SOAAX (76.2M). SOAAX pays higher dividends than CSEIX: SOAAX (9.45) vs CSEIX (2.58). CSEIX was incepted earlier than SOAAX: CSEIX (29 years) vs SOAAX (29 years). SOAAX (1.62) is less costly to investors than CSEIX (1.10). CSEIX is a more actively managed with annual turnover of: 27.00 vs. SOAAX (8.00). SOAAX initial investment is less costly to investors than CSEIX (5%) vs CSEIX (5%). CSEIX has a lower initial minimum investment than SOAAX: CSEIX (0) vs SOAAX (500). SOAAX annual gain was more profitable for investors over the last year : 19.29 vs. CSEIX (16.40). SOAAX return over 5 years is better than : 13.25 vs. CSEIX (10.17).
| CSEIX | SOAAX | CSEIX / SOAAX | |
| Total Expense Ratio | 1.10 | 1.62 | 68% |
| Annual Report Gross Expense Ratio | 1.10 | 1.62 | 68% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | 16.032 | 17.838 | 90% |
| Front Load | 5% | 5% | 86% |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 76.2M | 12,610% |
| Annual Yield % from dividends | 2.58 | 9.45 | 27% |
| Returns for 1 year | 16.40 | 19.29 | 85% |
| Returns for 3 years | 33.64 | 31.30 | 107% |
| Returns for 5 years | 10.17 | 13.25 | 77% |
| Returns for 10 years | 57.07 | 48.51 | 118% |
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