CSFAX
Price
$58.64
Change
+$0.50 (+0.86%)
Updated
Jun 22 closing price
Net Assets
2.28B
JERSX
Price
$13.02
Change
+$0.07 (+0.54%)
Updated
Jun 22 closing price
Net Assets
339.13M
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CSFAX vs JERSX

CSFAX vs JERSX Comparison Chart in %
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CSFAX vs. JERSX commentary
Jun 24, 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.

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FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.28B vs. JERSX (339M). CSFAX pays higher dividends than JERSX: CSFAX (2.94) vs JERSX (2.66). 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 : 12.81 vs. CSFAX (10.39). CSFAX return over 5 years is better than : 5.28 vs. JERSX (-2.80).
CSFAXJERSXCSFAX / JERSX
Total Expense Ratio1.191.17102%
Annual Report Gross Expense Ratio1.191.18101%
Fund Existence22 years19 years-
Gain YTD7.1908.86381%
Front Load5%N/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets2.28B339M673%
Annual Yield % from dividends2.942.66111%
Returns for 1 year10.3912.8181%
Returns for 3 years32.5530.25108%
Returns for 5 years5.28-2.80-188%
Returns for 10 years52.3962.0584%
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