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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
Jul 14, 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 Buy and JERTX is a Buy.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.31B vs. JERTX (343M). JERTX (2.99) and CSFAX (2.93) 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 : 15.31 vs. CSFAX (13.27). CSFAX return over 5 years is better than : 6.37 vs. JERTX (-1.12).
| 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 | 9.882 | 11.132 | 89% |
| 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 | 2.93 | 2.99 | 98% |
| Returns for 1 year | 13.27 | 15.31 | 87% |
| Returns for 3 years | 25.94 | 25.08 | 103% |
| Returns for 5 years | 6.37 | -1.12 | -567% |
| Returns for 10 years | 47.65 | 61.39 | 78% |
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