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CSFAX vs SWASX
CSFAX vs SWASX Comparison
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CSFAX vs SWASX Comparison Chart in %
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CSFAX vs. SWASX commentary
Aug 23, 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.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.38B vs. SWASX (272M). SWASX pays higher dividends than CSFAX: SWASX (3.31) vs CSFAX (2.85). 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 (12.41) and CSFAX (12.03) have marching annual gain over last year. SWASX (6.77) and CSFAX (6.58) have equivalent 5 years return.
| CSFAX | SWASX | CSFAX / SWASX | |
| Total Expense Ratio | 1.19 | 0.72 | 165% |
| Annual Report Gross Expense Ratio | 1.19 | 0.72 | 165% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 10.405 | 10.000 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 272M | 874% |
| Annual Yield % from dividends | 2.85 | 3.31 | 86% |
| Returns for 1 year | 12.03 | 12.41 | 97% |
| Returns for 3 years | 35.18 | 36.28 | 97% |
| Returns for 5 years | 6.58 | 6.77 | 97% |
| Returns for 10 years | 44.03 | 34.11 | 129% |
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