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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
Aug 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 CSFZX is a Hold and IRFIX is a Hold.
FUNDAMENTALS
Fundamentals
CSFZX has more cash in the bank: 2.38B vs. IRFIX (247M). IRFIX pays higher dividends than CSFZX: IRFIX (5.98) vs CSFZX (3.16). 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 : 12.41 vs. IRFIX (2.05). CSFZX return over 5 years is better than : 8.45 vs. IRFIX (-14.55).
| 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 | 10.660 | 0.536 | 1,990% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 247M | 962% |
| Annual Yield % from dividends | 3.16 | 5.98 | 53% |
| Returns for 1 year | 12.41 | 2.05 | 605% |
| Returns for 3 years | 36.59 | 24.66 | 148% |
| Returns for 5 years | 8.45 | -14.55 | -58% |
| Returns for 10 years | 49.22 | 25.36 | 194% |
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