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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 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 JERIX is a Hold.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.31B vs. JERIX (343M). JERIX pays higher dividends than CSFAX: JERIX (3.12) 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 : 19.27 vs. CSFAX (16.24). CSFAX return over 5 years is better than : 7.85 vs. JERIX (1.25).
| 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 | 11.880 | 14.293 | 83% |
| 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 | 3.12 | 91% |
| Returns for 1 year | 16.24 | 19.27 | 84% |
| Returns for 3 years | 29.30 | 29.88 | 98% |
| Returns for 5 years | 7.85 | 1.25 | 626% |
| Returns for 10 years | 45.63 | 65.37 | 70% |
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