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CSFAX vs JERCX
CSFAX vs JERCX Comparison
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CSFAX vs JERCX Comparison Chart in %
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CSFAX vs. JERCX commentary
Aug 23, 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 JERCX is a Buy.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.38B vs. JERCX (355M). CSFAX pays higher dividends than JERCX: CSFAX (2.85) vs JERCX (2.33). CSFAX was incepted earlier than JERCX: CSFAX (22 years) vs JERCX (19 years). JERCX (1.89) is less costly to investors than CSFAX (1.19). JERCX is a more actively managed with annual turnover of: 61.00 vs. CSFAX (57.00). CSFAX has a lower initial minimum investment than JERCX: CSFAX (0) vs JERCX (2500). JERCX (12.51) and CSFAX (12.03) have marching annual gain over last year. CSFAX return over 5 years is better than : 6.58 vs. JERCX (-5.25).
| CSFAX | JERCX | CSFAX / JERCX | |
| Total Expense Ratio | 1.19 | 1.78 | 67% |
| Annual Report Gross Expense Ratio | 1.19 | 1.89 | 63% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 10.405 | 11.737 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 355M | 669% |
| Annual Yield % from dividends | 2.85 | 2.33 | 122% |
| Returns for 1 year | 12.03 | 12.51 | 96% |
| Returns for 3 years | 35.18 | 30.60 | 115% |
| Returns for 5 years | 6.58 | -5.25 | -125% |
| Returns for 10 years | 44.03 | 46.52 | 95% |
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