Interact to see
Advertisement
Advertisement
CSFZX vs JERTX
CSFZX vs JERTX Comparison
Open Charts CSFZX vs JERTX
CSFZX vs JERTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSFZX vs. JERTX commentary
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
CSFZX has more cash in the bank: 2.28B vs. JERTX (339M). CSFZX pays higher dividends than JERTX: CSFZX (3.24) vs JERTX (2.86). 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 : 13.11 vs. CSFZX (10.78). CSFZX return over 5 years is better than : 7.14 vs. JERTX (-1.41).
| 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 | 7.369 | 8.978 | 82% |
| 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 | 2.86 | 113% |
| Returns for 1 year | 10.78 | 13.11 | 82% |
| Returns for 3 years | 33.92 | 31.30 | 108% |
| Returns for 5 years | 7.14 | -1.41 | -508% |
| Returns for 10 years | 57.89 | 66.82 | 87% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement