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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
Jun 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.28B vs. SWASX (268M). SWASX pays higher dividends than CSFAX: SWASX (3.21) vs CSFAX (2.94). 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 : 12.37 vs. CSFAX (10.39). SWASX (5.43) and CSFAX (5.28) 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 | 7.190 | 6.786 | 106% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 268M | 852% |
| Annual Yield % from dividends | 2.94 | 3.21 | 92% |
| Returns for 1 year | 10.39 | 12.37 | 84% |
| Returns for 3 years | 32.55 | 33.25 | 98% |
| Returns for 5 years | 5.28 | 5.43 | 97% |
| Returns for 10 years | 52.39 | 39.98 | 131% |
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