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CSFZX vs JERIX
CSFZX vs JERIX Comparison
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CSFZX vs JERIX Comparison Chart in %
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CSFZX vs. JERIX 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 CSFZX is a Buy and JERIX is a Buy.
FUNDAMENTALS
Fundamentals
CSFZX has more cash in the bank: 2.31B vs. JERIX (343M). CSFZX (3.24) and JERIX (3.12) have matching dividends . CSFZX was incepted earlier than JERIX: CSFZX (12 years) vs JERIX (19 years). CSFZX (0.84) is less costly to investors than JERIX (0.74). JERIX is a more actively managed with annual turnover of: 61.00 vs. CSFZX (57.00). CSFZX has a lower initial minimum investment than JERIX: CSFZX (0) vs JERIX (2500). JERIX annual gain was more profitable for investors over the last year : 15.37 vs. CSFZX (13.67). CSFZX return over 5 years is better than : 8.26 vs. JERIX (-0.45).
| CSFZX | JERIX | CSFZX / JERIX | |
| Total Expense Ratio | 0.84 | 0.74 | 114% |
| Annual Report Gross Expense Ratio | 0.84 | 0.74 | 114% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 10.102 | 11.211 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 343M | 673% |
| Annual Yield % from dividends | 3.24 | 3.12 | 104% |
| Returns for 1 year | 13.67 | 15.37 | 89% |
| Returns for 3 years | 27.27 | 25.50 | 107% |
| Returns for 5 years | 8.26 | -0.45 | -1,824% |
| Returns for 10 years | 52.99 | 63.69 | 83% |