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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
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 JERTX is a Buy.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.38B vs. JERTX (355M). JERTX (2.91) and CSFAX (2.85) 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 : 13.48 vs. CSFAX (12.03). CSFAX return over 5 years is better than : 6.58 vs. JERTX (-0.92).
| 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 | 10.405 | 12.297 | 85% |
| 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 | 2.91 | 98% |
| Returns for 1 year | 12.03 | 13.48 | 89% |
| Returns for 3 years | 35.18 | 34.13 | 103% |
| Returns for 5 years | 6.58 | -0.92 | -713% |
| Returns for 10 years | 44.03 | 60.17 | 73% |
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