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CSFZX vs JERCX
CSFZX vs JERCX Comparison
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CSFZX vs JERCX Comparison Chart in %
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CSFZX vs. JERCX commentary
Jun 29, 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 JERCX is a Buy.
FUNDAMENTALS
Fundamentals
CSFZX has more cash in the bank: 2.28B vs. JERCX (339M). CSFZX pays higher dividends than JERCX: CSFZX (3.24) vs JERCX (2.27). CSFZX was incepted earlier than JERCX: CSFZX (12 years) vs JERCX (19 years). JERCX (1.89) is less costly to investors than CSFZX (0.84). JERCX is a more actively managed with annual turnover of: 61.00 vs. CSFZX (57.00). CSFZX has a lower initial minimum investment than JERCX: CSFZX (0) vs JERCX (2500). JERCX (14.63) and CSFZX (14.60) have marching annual gain over last year. CSFZX return over 5 years is better than : 10.51 vs. JERCX (-4.53).
| CSFZX | JERCX | CSFZX / JERCX | |
| Total Expense Ratio | 0.84 | 1.78 | 47% |
| Annual Report Gross Expense Ratio | 0.84 | 1.89 | 44% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 11.036 | 10.504 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 339M | 673% |
| Annual Yield % from dividends | 3.24 | 2.27 | 143% |
| Returns for 1 year | 14.60 | 14.63 | 100% |
| Returns for 3 years | 34.71 | 26.90 | 129% |
| Returns for 5 years | 10.51 | -4.53 | -232% |
| Returns for 10 years | 60.51 | 55.08 | 110% |
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