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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
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.32B vs. JERIX (345M). JERIX (2.99) and CSFAX (2.94) have matching dividends . 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 : 12.03 vs. CSFAX (10.13). CSFAX return over 5 years is better than : 5.00 vs. JERIX (-1.56).
| 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 | 6.305 | 7.288 | 87% |
| 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 | 2.99 | 98% |
| Returns for 1 year | 10.13 | 12.03 | 84% |
| Returns for 3 years | 27.37 | 25.62 | 107% |
| Returns for 5 years | 5.00 | -1.56 | -320% |
| Returns for 10 years | 47.34 | 62.49 | 76% |
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