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
Sep 20, 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: 9.6B vs. SOIAX (71.9M). SOIAX pays higher dividends than CSEIX: SOIAX (10.43) vs CSEIX (1.71). 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 : 8.97 vs. CSEIX (8.11). SOIAX return over 5 years is better than : 7.10 vs. CSEIX (2.69).
| 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 | 9.166 | 10.901 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 71.9M | 13,350% |
| Annual Yield % from dividends | 1.71 | 10.43 | 16% |
| Returns for 1 year | 8.11 | 8.97 | 90% |
| Returns for 3 years | 32.52 | 29.14 | 112% |
| Returns for 5 years | 2.69 | 7.10 | 38% |
| Returns for 10 years | 54.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers