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CSFAX vs JAREX
CSFAX vs JAREX Comparison
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CSFAX vs JAREX Comparison Chart in %
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CSFAX vs. JAREX commentary
Aug 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 CSFAX is a Hold and JAREX is a Hold.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.38B vs. JAREX (180M). CSFAX (2.85) and JAREX (2.82) have matching dividends . CSFAX was incepted earlier than JAREX: CSFAX (22 years) vs JAREX (17 years). JAREX (1.50) is less costly to investors than CSFAX (1.19). JAREX is a more actively managed with annual turnover of: 186.00 vs. CSFAX (57.00). JAREX initial investment is less costly to investors than CSFAX (5%) vs CSFAX (5%). CSFAX has a lower initial minimum investment than JAREX: CSFAX (0) vs JAREX (2500). CSFAX annual gain was more profitable for investors over the last year : 12.03 vs. JAREX (10.96). CSFAX return over 5 years is better than : 6.58 vs. JAREX (-7.13).
| CSFAX | JAREX | CSFAX / JAREX | |
| Total Expense Ratio | 1.19 | 1.50 | 79% |
| Annual Report Gross Expense Ratio | 1.19 | 1.50 | 79% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 10.405 | 13.188 | 79% |
| Front Load | 5% | 6% | 78% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 180M | 1,320% |
| Annual Yield % from dividends | 2.85 | 2.82 | 101% |
| Returns for 1 year | 12.03 | 10.96 | 110% |
| Returns for 3 years | 35.18 | 32.86 | 107% |
| Returns for 5 years | 6.58 | -7.13 | -92% |
| Returns for 10 years | 44.03 | 0.52 | 8,522% |
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