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CSFAX vs JERTX
CSFAX vs JERTX Comparison
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CSFAX vs JERTX Comparison Chart in %
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CSFAX vs. JERTX commentary
Jun 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 JERTX is a Hold.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.32B vs. JERTX (345M). CSFAX (2.94) and JERTX (2.86) have matching dividends . CSFAX was incepted earlier than JERTX: CSFAX (22 years) vs JERTX (17 years). CSFAX (1.19) is less costly to investors than JERTX (0.89). JERTX is a more actively managed with annual turnover of: 61.00 vs. CSFAX (57.00). CSFAX has a lower initial minimum investment than JERTX: CSFAX (0) vs JERTX (2500). JERTX annual gain was more profitable for investors over the last year : 11.96 vs. CSFAX (10.13). CSFAX return over 5 years is better than : 5.00 vs. JERTX (-2.20).
| CSFAX | JERTX | CSFAX / JERTX | |
| Total Expense Ratio | 1.19 | 0.89 | 134% |
| Annual Report Gross Expense Ratio | 1.19 | 0.89 | 134% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 6.305 | 7.243 | 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 | 2.86 | 103% |
| Returns for 1 year | 10.13 | 11.96 | 85% |
| Returns for 3 years | 27.37 | 25.19 | 109% |
| Returns for 5 years | 5.00 | -2.20 | -227% |
| Returns for 10 years | 47.34 | 60.18 | 79% |