Interact to see
Advertisement
Advertisement
CSFZX vs JERIX
CSFZX vs JERIX Comparison
Open Charts CSFZX vs JERIX
CSFZX vs JERIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSFZX vs. JERIX commentary
Aug 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CSFZX has more cash in the bank: 2.38B vs. JERIX (355M). CSFZX (3.16) and JERIX (3.03) 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 : 13.63 vs. CSFZX (12.41). CSFZX return over 5 years is better than : 8.45 vs. JERIX (-0.24).
| 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 | 10.660 | 12.460 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 355M | 669% |
| Annual Yield % from dividends | 3.16 | 3.03 | 104% |
| Returns for 1 year | 12.41 | 13.63 | 91% |
| Returns for 3 years | 36.59 | 34.68 | 106% |
| Returns for 5 years | 8.45 | -0.24 | -3,501% |
| Returns for 10 years | 49.22 | 62.42 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement