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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 02, 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 Hold.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.31B vs. JERCX (343M). CSFAX pays higher dividends than JERCX: CSFAX (2.85) vs JERCX (2.39). 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 annual gain was more profitable for investors over the last year : 18.01 vs. CSFAX (16.24). CSFAX return over 5 years is better than : 7.85 vs. JERCX (-3.91).
| 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 | 11.880 | 13.541 | 88% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 343M | 673% |
| Annual Yield % from dividends | 2.85 | 2.39 | 119% |
| Returns for 1 year | 16.24 | 18.01 | 90% |
| Returns for 3 years | 29.30 | 25.82 | 113% |
| Returns for 5 years | 7.85 | -3.91 | -201% |
| Returns for 10 years | 45.63 | 49.02 | 93% |
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