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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
Jun 23, 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: 9.36B vs. SOAAX (73.9M). SOAAX pays higher dividends than CSEIX: SOAAX (9.37) vs CSEIX (2.78). CSEIX was incepted earlier than SOAAX: CSEIX (29 years) vs SOAAX (28 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 : 13.13 vs. CSEIX (10.94). SOAAX return over 5 years is better than : 14.75 vs. CSEIX (9.96).
| 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 | 28 years | - |
| Gain YTD | 11.622 | 13.517 | 86% |
| Front Load | 5% | 5% | 86% |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 73.9M | 12,664% |
| Annual Yield % from dividends | 2.78 | 9.37 | 30% |
| Returns for 1 year | 10.94 | 13.13 | 83% |
| Returns for 3 years | 38.14 | 34.09 | 112% |
| Returns for 5 years | 9.96 | 14.75 | 68% |
| Returns for 10 years | 60.15 | 52.05 | 116% |
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