CSFAX
Price
$58.14
Change
-$0.01 (-0.02%)
Updated
Jun 18 closing price
Net Assets
2.28B
SFREX
Price
$10.09
Change
-$0.13 (-1.27%)
Updated
Jun 18 closing price
Net Assets
71.4M
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CSFAX vs SFREX

CSFAX vs SFREX Comparison Chart in %
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CSFAX vs. SFREX commentary
Jun 21, 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 SFREX is a Hold.

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FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.28B vs. SFREX (71.4M). SFREX pays higher dividends than CSFAX: SFREX (3.32) vs CSFAX (2.94). CSFAX was incepted earlier than SFREX: CSFAX (22 years) vs SFREX (12 years). CSFAX (1.19) is less costly to investors than SFREX (0.39). CSFAX is a more actively managed with annual turnover of: 57.00 vs. SFREX (21.00). CSFAX (0) and SFREX (0) have matching initial minimum investment requirements. CSFAX annual gain was more profitable for investors over the last year : 10.17 vs. SFREX (9.39). CSFAX return over 5 years is better than : 7.34 vs. SFREX (-0.60).
CSFAXSFREXCSFAX / SFREX
Total Expense Ratio1.190.39305%
Annual Report Gross Expense Ratio1.190.39305%
Fund Existence22 years12 years-
Gain YTD7.1903.865186%
Front Load5%N/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.28B71.4M3,197%
Annual Yield % from dividends2.943.3289%
Returns for 1 year10.179.39108%
Returns for 3 years19.2116.30118%
Returns for 5 years7.34-0.60-1,231%
Returns for 10 years47.9533.15145%
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