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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
Sep 12, 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: 2.3B vs. JERCX (347M). CSFAX pays higher dividends than JERCX: CSFAX (2.95) vs JERCX (2.40). 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 : 5.19 vs. CSFAX (4.81). CSFAX return over 5 years is better than : 2.37 vs. JERCX (-9.21).
| 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 | 5.792 | 6.928 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 347M | 663% |
| Annual Yield % from dividends | 2.95 | 2.40 | 123% |
| Returns for 1 year | 4.81 | 5.19 | 93% |
| Returns for 3 years | 27.25 | 22.78 | 120% |
| Returns for 5 years | 2.37 | -9.21 | -26% |
| Returns for 10 years | 42.72 | 45.51 | 94% |
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