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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
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 CSFAX is a Buy and JAREX is a Buy.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.31B vs. JAREX (183M). CSFAX (2.93) and JAREX (2.90) 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 : 13.27 vs. JAREX (8.43). CSFAX return over 5 years is better than : 6.37 vs. JAREX (-10.54).
| 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 | 9.882 | 11.624 | 85% |
| Front Load | 5% | 6% | 78% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 183M | 1,261% |
| Annual Yield % from dividends | 2.93 | 2.90 | 101% |
| Returns for 1 year | 13.27 | 8.43 | 158% |
| Returns for 3 years | 25.94 | 21.72 | 119% |
| Returns for 5 years | 6.37 | -10.54 | -60% |
| Returns for 10 years | 47.65 | -0.67 | -7,150% |
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