CSFAX
Price
$58.64
Change
+$0.50 (+0.86%)
Updated
Jun 22 closing price
Net Assets
2.28B
JAREX
Price
$14.83
Change
+$0.03 (+0.20%)
Updated
Jun 22 closing price
Net Assets
181.21M
Interact to see
Advertisement

CSFAX vs JAREX

CSFAX vs JAREX Comparison Chart in %
View a ticker or compare two or three
VS
CSFAX vs. JAREX commentary
Jun 24, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.28B vs. JAREX (181M). JAREX (2.95) and CSFAX (2.94) 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 : 10.39 vs. JAREX (5.14). CSFAX return over 5 years is better than : 5.28 vs. JAREX (-13.84).
CSFAXJAREXCSFAX / JAREX
Total Expense Ratio1.191.5079%
Annual Report Gross Expense Ratio1.191.5079%
Fund Existence22 years17 years-
Gain YTD7.1909.58475%
Front Load5%6%78%
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets2.28B181M1,261%
Annual Yield % from dividends2.942.95100%
Returns for 1 year10.395.14202%
Returns for 3 years32.5528.10116%
Returns for 5 years5.28-13.84-38%
Returns for 10 years52.390.2025,662%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VMSB49.55N/A
N/A
Voya Multi Sector Income ETF
DLS86.23-0.01
-0.01%
WisdomTree International SmallCp Div ETF
JPSV66.46-0.20
-0.29%
JPMorgan Active Small Cap Value ETF
HIDV87.72-0.55
-0.62%
AB US High Dividend ETF
IGME22.28-0.28
-1.24%
Bitwise GME Option Income Strategy ETF