CSEIX
Price
$18.25
Change
+$0.08 (+0.44%)
Updated
Jul 13 closing price
Net Assets
9.61B
SOAAX
Price
$8.92
Change
+$0.04 (+0.45%)
Updated
Jul 13 closing price
Net Assets
74.78M
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CSEIX vs SOAAX

CSEIX vs SOAAX Comparison Chart in %
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CSEIX vs. SOAAX commentary
Jul 14, 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 StrongBuy and SOAAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CSEIX has more cash in the bank: 9.61B vs. SOAAX (74.8M). SOAAX pays higher dividends than CSEIX: SOAAX (9.62) vs CSEIX (2.65). 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 : 16.29 vs. CSEIX (13.79). SOAAX return over 5 years is better than : 13.78 vs. CSEIX (10.36).
CSEIXSOAAXCSEIX / SOAAX
Total Expense Ratio1.101.6268%
Annual Report Gross Expense Ratio1.101.6268%
Fund Existence29 years29 years-
Gain YTD14.96116.39691%
Front Load5%5%86%
Min. Initial Investment0500-
Min. Initial Investment IRAN/AN/A-
Net Assets9.61B74.8M12,846%
Annual Yield % from dividends2.659.6228%
Returns for 1 year13.7916.2985%
Returns for 3 years31.3627.46114%
Returns for 5 years10.3613.7875%
Returns for 10 years58.0747.82121%
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