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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
Jul 14, 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 Buy and SWASX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.31B vs. SWASX (274M). SWASX pays higher dividends than CSFAX: SWASX (3.40) vs CSFAX (2.93). 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 : 14.50 vs. CSFAX (13.27). CSFAX (6.37) and SWASX (6.34) 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 | 9.882 | 9.697 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 274M | 842% |
| Annual Yield % from dividends | 2.93 | 3.40 | 86% |
| Returns for 1 year | 13.27 | 14.50 | 92% |
| Returns for 3 years | 25.94 | 27.29 | 95% |
| Returns for 5 years | 6.37 | 6.34 | 100% |
| Returns for 10 years | 47.65 | 36.38 | 131% |
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