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CSFZX vs IRFIX
CSFZX vs IRFIX Comparison
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CSFZX vs IRFIX Comparison Chart in %
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CSFZX vs. IRFIX commentary
Jun 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 CSFZX is a Buy and IRFIX is a Buy.
FUNDAMENTALS
Fundamentals
CSFZX has more cash in the bank: 2.28B vs. IRFIX (237M). IRFIX pays higher dividends than CSFZX: IRFIX (6.09) vs CSFZX (3.24). CSFZX was incepted earlier than IRFIX: CSFZX (12 years) vs IRFIX (21 years). IRFIX (1.28) is less costly to investors than CSFZX (0.84). IRFIX is a more actively managed with annual turnover of: 67.00 vs. CSFZX (57.00). CSFZX has a lower initial minimum investment than IRFIX: CSFZX (0) vs IRFIX (100000). CSFZX annual gain was more profitable for investors over the last year : 12.49 vs. IRFIX (5.19). CSFZX return over 5 years is better than : 6.96 vs. IRFIX (-17.10).
| CSFZX | IRFIX | CSFZX / IRFIX | |
| Total Expense Ratio | 0.84 | 1.00 | 84% |
| Annual Report Gross Expense Ratio | 0.84 | 1.28 | 66% |
| Fund Existence | 12 years | 21 years | - |
| Gain YTD | 8.909 | -0.985 | -905% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 237M | 963% |
| Annual Yield % from dividends | 3.24 | 6.09 | 53% |
| Returns for 1 year | 12.49 | 5.19 | 240% |
| Returns for 3 years | 30.75 | 16.10 | 191% |
| Returns for 5 years | 6.96 | -17.10 | -41% |
| Returns for 10 years | 57.86 | 30.50 | 190% |
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