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CSFAX vs SFREX
CSFAX vs SFREX Comparison
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CSFAX vs SFREX Comparison Chart in %
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CSFAX vs. SFREX commentary
Sep 13, 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.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.3B vs. SFREX (69.8M). SFREX pays higher dividends than CSFAX: SFREX (3.41) vs CSFAX (2.95). 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 : 4.81 vs. SFREX (-1.05). CSFAX return over 5 years is better than : 2.37 vs. SFREX (-1.12).
| CSFAX | SFREX | CSFAX / SFREX | |
| Total Expense Ratio | 1.19 | 0.39 | 305% |
| Annual Report Gross Expense Ratio | 1.19 | 0.39 | 305% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 5.792 | 2.630 | 220% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 69.8M | 3,295% |
| Annual Yield % from dividends | 2.95 | 3.41 | 86% |
| Returns for 1 year | 4.81 | -1.05 | -456% |
| Returns for 3 years | 27.25 | 25.82 | 106% |
| Returns for 5 years | 2.37 | -1.12 | -211% |
| Returns for 10 years | 42.72 | 28.96 | 148% |
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