CSFAX
Price
$58.97
Change
+$0.71 (+1.22%)
Updated
Jul 2 closing price
Net Assets
2.28B
JERAX
Price
$13.29
Change
+$0.20 (+1.53%)
Updated
Jul 2 closing price
Net Assets
339.13M
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CSFAX vs JERAX

CSFAX vs JERAX Comparison Chart in %
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CSFAX vs. JERAX commentary
Jul 06, 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 JERAX is a Buy.

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FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.28B vs. JERAX (339M). CSFAX (2.93) and JERAX (2.91) have matching dividends . CSFAX was incepted earlier than JERAX: CSFAX (22 years) vs JERAX (19 years). CSFAX (1.19) is less costly to investors than JERAX (0.99). JERAX is a more actively managed with annual turnover of: 61.00 vs. CSFAX (57.00). JERAX initial investment is less costly to investors than CSFAX (5%) vs CSFAX (5%). CSFAX has a lower initial minimum investment than JERAX: CSFAX (0) vs JERAX (2500). JERAX annual gain was more profitable for investors over the last year : 14.31 vs. CSFAX (12.20). CSFAX return over 5 years is better than : 8.77 vs. JERAX (0.78).
CSFAXJERAXCSFAX / JERAX
Total Expense Ratio1.190.99120%
Annual Report Gross Expense Ratio1.190.99120%
Fund Existence22 years19 years-
Gain YTD10.12511.49188%
Front Load5%6%78%
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets2.28B339M673%
Annual Yield % from dividends2.932.91101%
Returns for 1 year12.2014.3185%
Returns for 3 years29.7028.06106%
Returns for 5 years8.770.781,131%
Returns for 10 years49.9163.7078%
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