Interact to see
Advertisement
Advertisement
CSFAX vs JAREX
CSFAX vs JAREX Comparison
Open Charts CSFAX vs JAREX
CSFAX vs JAREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSFAX vs. JAREX commentary
Sep 13, 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: 2.3B vs. JAREX (170M). CSFAX (2.95) and JAREX (2.91) 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 (4.81) and JAREX (4.59) have marching annual gain over last year. CSFAX return over 5 years is better than : 2.37 vs. JAREX (-13.28).
| 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 | 5.792 | 7.749 | 75% |
| Front Load | 5% | 6% | 78% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 170M | 1,353% |
| Annual Yield % from dividends | 2.95 | 2.91 | 102% |
| Returns for 1 year | 4.81 | 4.59 | 105% |
| Returns for 3 years | 27.25 | 22.44 | 121% |
| Returns for 5 years | 2.37 | -13.28 | -18% |
| Returns for 10 years | 42.72 | -0.49 | -8,780% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ADX | 25.80 | 0.29 | +1.14% |
| Adams Diversified Equity Fund | |||
| ETB | 15.54 | 0.16 | +1.04% |
| Eaton Vance Tax-Managed Buy-Write Income Fund | |||
| NEMD | 51.92 | -0.02 | -0.05% |
| Neuberger Em Mkts Debt Hard Ccy ETF | |||
| NUSA | 22.81 | -0.02 | -0.07% |
| Nuveen ESG 1-5 Year US Aggt Bd ETF | |||
| TSMZ | 7.65 | -0.08 | -1.06% |
| Direxion Daily TSM Bear 1X Shares | |||