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CSFZX vs JERTX
CSFZX vs JERTX Comparison
Open Charts CSFZX vs JERTX
CSFZX vs JERTX Comparison Chart in %
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CSFZX vs. JERTX commentary
Aug 03, 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: 2.31B vs. JERTX (343M). CSFZX pays higher dividends than JERTX: CSFZX (3.16) vs JERTX (2.99). 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 : 19.12 vs. CSFZX (16.64). CSFZX return over 5 years is better than : 9.74 vs. JERTX (0.56).
| 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 | 12.110 | 14.128 | 86% |
| 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 | 3.16 | 2.99 | 106% |
| Returns for 1 year | 16.64 | 19.12 | 87% |
| Returns for 3 years | 30.64 | 29.34 | 104% |
| Returns for 5 years | 9.74 | 0.56 | 1,728% |
| Returns for 10 years | 50.87 | 62.93 | 81% |
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