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CSFZX vs JERTX
CSFZX vs JERTX Comparison
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CSFZX vs JERTX Comparison Chart in %
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CSFZX vs. JERTX 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 JERTX is a Buy.
FUNDAMENTALS
Fundamentals
CSFZX has more cash in the bank: 2.38B vs. JERTX (355M). CSFZX pays higher dividends than JERTX: CSFZX (3.16) vs JERTX (2.91). CSFZX was incepted earlier than JERTX: CSFZX (12 years) vs JERTX (17 years). JERTX (0.89) is less costly to investors than CSFZX (0.84). JERTX is a more actively managed with annual turnover of: 61.00 vs. CSFZX (57.00). CSFZX has a lower initial minimum investment than JERTX: CSFZX (0) vs JERTX (2500). JERTX annual gain was more profitable for investors over the last year : 13.48 vs. CSFZX (12.41). CSFZX return over 5 years is better than : 8.45 vs. JERTX (-0.92).
| CSFZX | JERTX | CSFZX / JERTX | |
| Total Expense Ratio | 0.84 | 0.89 | 94% |
| Annual Report Gross Expense Ratio | 0.84 | 0.89 | 94% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 10.660 | 12.297 | 87% |
| 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 | 2.91 | 109% |
| Returns for 1 year | 12.41 | 13.48 | 92% |
| Returns for 3 years | 36.59 | 34.13 | 107% |
| Returns for 5 years | 8.45 | -0.92 | -916% |
| Returns for 10 years | 49.22 | 60.17 | 82% |
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