CSFAX
Price
$56.79
Change
+$0.14 (+0.25%)
Updated
Sep 11 closing price
Net Assets
2.3B
SWASX
Price
$6.98
Change
+$0.01 (+0.14%)
Updated
Sep 11 closing price
Net Assets
261.02M
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CSFAX vs SWASX

CSFAX vs SWASX Comparison Chart in %
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CSFAX vs. SWASX 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 SWASX is a Hold.

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FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.3B vs. SWASX (261M). SWASX pays higher dividends than CSFAX: SWASX (3.44) vs CSFAX (2.95). CSFAX was incepted earlier than SWASX: CSFAX (22 years) vs SWASX (19 years). CSFAX (1.19) is less costly to investors than SWASX (0.72). SWASX is a more actively managed with annual turnover of: 85.00 vs. CSFAX (57.00). CSFAX (0) and SWASX (0) have matching initial minimum investment requirements. SWASX annual gain was more profitable for investors over the last year : 5.25 vs. CSFAX (4.81). SWASX return over 5 years is better than : 3.14 vs. CSFAX (2.37).
CSFAXSWASXCSFAX / SWASX
Total Expense Ratio1.190.72165%
Annual Report Gross Expense Ratio1.190.72165%
Fund Existence22 years19 years-
Gain YTD5.7925.606103%
Front Load5%N/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.3B261M881%
Annual Yield % from dividends2.953.4486%
Returns for 1 year4.815.2592%
Returns for 3 years27.2528.2397%
Returns for 5 years2.373.1475%
Returns for 10 years42.7233.58127%
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