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CSFZX vs IRFIX
CSFZX vs IRFIX Comparison
Open Charts CSFZX vs IRFIX
CSFZX vs IRFIX Comparison Chart in %
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CSFZX vs. IRFIX commentary
Jul 15, 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 Hold.
FUNDAMENTALS
Fundamentals
CSFZX has more cash in the bank: 2.31B vs. IRFIX (244M). IRFIX pays higher dividends than CSFZX: IRFIX (6.18) 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 : 13.67 vs. IRFIX (5.05). CSFZX return over 5 years is better than : 8.26 vs. IRFIX (-16.54).
| 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 | 10.102 | -1.133 | -892% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 244M | 946% |
| Annual Yield % from dividends | 3.24 | 6.18 | 52% |
| Returns for 1 year | 13.67 | 5.05 | 271% |
| Returns for 3 years | 27.27 | 14.22 | 192% |
| Returns for 5 years | 8.26 | -16.54 | -50% |
| Returns for 10 years | 52.99 | 29.02 | 183% |
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