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CSFAX vs JERIX
CSFAX vs JERIX Comparison
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CSFAX vs JERIX Comparison Chart in %
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CSFAX vs. JERIX 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 JERIX is a Buy.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.38B vs. JERIX (355M). JERIX pays higher dividends than CSFAX: JERIX (3.03) vs CSFAX (2.85). CSFAX was incepted earlier than JERIX: CSFAX (22 years) vs JERIX (19 years). CSFAX (1.19) is less costly to investors than JERIX (0.74). JERIX is a more actively managed with annual turnover of: 61.00 vs. CSFAX (57.00). CSFAX has a lower initial minimum investment than JERIX: CSFAX (0) vs JERIX (2500). JERIX annual gain was more profitable for investors over the last year : 13.63 vs. CSFAX (12.03). CSFAX return over 5 years is better than : 6.58 vs. JERIX (-0.24).
| CSFAX | JERIX | CSFAX / JERIX | |
| Total Expense Ratio | 1.19 | 0.74 | 161% |
| Annual Report Gross Expense Ratio | 1.19 | 0.74 | 161% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 10.405 | 12.460 | 84% |
| 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 | 3.03 | 94% |
| Returns for 1 year | 12.03 | 13.63 | 88% |
| Returns for 3 years | 35.18 | 34.68 | 101% |
| Returns for 5 years | 6.58 | -0.24 | -2,725% |
| Returns for 10 years | 44.03 | 62.42 | 71% |
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