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CSFAX vs JERSX
CSFAX vs JERSX Comparison
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CSFAX vs JERSX Comparison Chart in %
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CSFAX vs. JERSX 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 JERSX is a Buy.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.38B vs. JERSX (355M). CSFAX (2.85) and JERSX (2.72) have matching dividends . CSFAX was incepted earlier than JERSX: CSFAX (22 years) vs JERSX (19 years). CSFAX (1.19) and JERSX (1.18) have similar cost to investors . JERSX is a more actively managed with annual turnover of: 61.00 vs. CSFAX (57.00). CSFAX has a lower initial minimum investment than JERSX: CSFAX (0) vs JERSX (2500). JERSX annual gain was more profitable for investors over the last year : 13.20 vs. CSFAX (12.03). CSFAX return over 5 years is better than : 6.58 vs. JERSX (-2.30).
| CSFAX | JERSX | CSFAX / JERSX | |
| Total Expense Ratio | 1.19 | 1.17 | 102% |
| Annual Report Gross Expense Ratio | 1.19 | 1.18 | 101% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 10.405 | 12.151 | 86% |
| 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 | 2.72 | 105% |
| Returns for 1 year | 12.03 | 13.20 | 91% |
| Returns for 3 years | 35.18 | 32.98 | 107% |
| Returns for 5 years | 6.58 | -2.30 | -286% |
| Returns for 10 years | 44.03 | 55.57 | 79% |
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