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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
Jun 04, 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: 2.32B vs. JAREX (182M). 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 : 10.13 vs. JAREX (4.65). CSFAX return over 5 years is better than : 5.00 vs. JAREX (-12.64).
| 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 | 6.305 | 8.473 | 74% |
| Front Load | 5% | 6% | 78% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 182M | 1,272% |
| Annual Yield % from dividends | 2.94 | 2.95 | 100% |
| Returns for 1 year | 10.13 | 4.65 | 218% |
| Returns for 3 years | 27.37 | 23.65 | 116% |
| Returns for 5 years | 5.00 | -12.64 | -40% |
| Returns for 10 years | 47.34 | -2.93 | -1,619% |
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