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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
Sep 12, 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: 2.3B vs. JERTX (347M). JERTX (3.00) and CSFAX (2.95) 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 : 6.09 vs. CSFAX (4.81). CSFAX return over 5 years is better than : 2.37 vs. JERTX (-5.05).
| 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 | 5.792 | 7.552 | 77% |
| 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 | 3.00 | 98% |
| Returns for 1 year | 4.81 | 6.09 | 79% |
| Returns for 3 years | 27.25 | 26.16 | 104% |
| Returns for 5 years | 2.37 | -5.05 | -47% |
| Returns for 10 years | 42.72 | 59.09 | 72% |
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