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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
Jun 03, 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: 2.32B vs. JERCX (345M). CSFAX pays higher dividends than JERCX: CSFAX (2.94) vs JERCX (2.27). 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 : 10.91 vs. CSFAX (10.13). CSFAX return over 5 years is better than : 5.00 vs. JERCX (-6.51).
| 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 | 6.305 | 6.832 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 345M | 671% |
| Annual Yield % from dividends | 2.94 | 2.27 | 130% |
| Returns for 1 year | 10.13 | 10.91 | 93% |
| Returns for 3 years | 27.37 | 21.78 | 126% |
| Returns for 5 years | 5.00 | -6.51 | -77% |
| Returns for 10 years | 47.34 | 46.50 | 102% |
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