Interact to see
Advertisement
Advertisement
CSEIX vs SOIAX
CSEIX vs SOIAX Comparison
Open Charts CSEIX vs SOIAX
CSEIX vs SOIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSEIX vs. SOIAX commentary
Jun 17, 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 SOIAX is a Hold.
FUNDAMENTALS
Fundamentals
CSEIX has more cash in the bank: 9.36B vs. SOIAX (74.9M). SOIAX pays higher dividends than CSEIX: SOIAX (9.98) vs CSEIX (2.78). CSEIX was incepted earlier than SOIAX: CSEIX (29 years) vs SOIAX (6 years). SOIAX (1.32) is less costly to investors than CSEIX (1.10). CSEIX is a more actively managed with annual turnover of: 27.00 vs. SOIAX (8.00). CSEIX has a lower initial minimum investment than SOIAX: CSEIX (0) vs SOIAX (100000). SOIAX annual gain was more profitable for investors over the last year : 15.22 vs. CSEIX (14.22). SOIAX return over 5 years is better than : 17.92 vs. CSEIX (12.55).
| CSEIX | SOIAX | CSEIX / SOIAX | |
| Total Expense Ratio | 1.10 | 1.32 | 83% |
| Annual Report Gross Expense Ratio | 1.10 | 1.32 | 83% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 14.437 | 15.544 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 74.9M | 12,495% |
| Annual Yield % from dividends | 2.78 | 9.98 | 28% |
| Returns for 1 year | 14.22 | 15.22 | 93% |
| Returns for 3 years | 35.30 | 31.22 | 113% |
| Returns for 5 years | 12.55 | 17.92 | 70% |
| Returns for 10 years | 63.85 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement