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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 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: 2.31B vs. JERTX (343M). JERTX (2.99) 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 : 19.12 vs. CSFAX (16.24). CSFAX return over 5 years is better than : 7.85 vs. JERTX (0.56).
| 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 | 11.880 | 14.128 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 343M | 673% |
| Annual Yield % from dividends | 2.85 | 2.99 | 95% |
| Returns for 1 year | 16.24 | 19.12 | 85% |
| Returns for 3 years | 29.30 | 29.34 | 100% |
| Returns for 5 years | 7.85 | 0.56 | 1,393% |
| Returns for 10 years | 45.63 | 62.93 | 73% |
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