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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.3B vs. JERSX (347M). CSFAX pays higher dividends than JERSX: CSFAX (2.95) vs JERSX (2.80). 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 : 5.83 vs. CSFAX (4.81). CSFAX return over 5 years is better than : 2.37 vs. JERSX (-6.42).
| 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 | 5.792 | 7.352 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 347M | 663% |
| Annual Yield % from dividends | 2.95 | 2.80 | 105% |
| Returns for 1 year | 4.81 | 5.83 | 83% |
| Returns for 3 years | 27.25 | 24.98 | 109% |
| Returns for 5 years | 2.37 | -6.42 | -37% |
| Returns for 10 years | 42.72 | 54.48 | 78% |
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