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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
Jun 04, 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 JERIX is a Hold.
FUNDAMENTALS
Fundamentals
CSFZX has more cash in the bank: 2.32B vs. JERIX (345M). CSFZX pays higher dividends than JERIX: CSFZX (3.24) vs JERIX (2.99). 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 : 12.03 vs. CSFZX (10.95). CSFZX return over 5 years is better than : 6.56 vs. JERIX (-1.56).
| 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 | 6.416 | 7.288 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 345M | 671% |
| Annual Yield % from dividends | 3.24 | 2.99 | 108% |
| Returns for 1 year | 10.95 | 12.03 | 91% |
| Returns for 3 years | 28.63 | 25.62 | 112% |
| Returns for 5 years | 6.56 | -1.56 | -420% |
| Returns for 10 years | 52.58 | 62.49 | 84% |
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