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CSFZX vs SWASX
CSFZX vs SWASX Comparison
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CSFZX vs SWASX Comparison Chart in %
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CSFZX vs. SWASX commentary
Sep 13, 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 SWASX is a Hold.
FUNDAMENTALS
Fundamentals
CSFZX has more cash in the bank: 2.3B vs. SWASX (261M). SWASX pays higher dividends than CSFZX: SWASX (3.44) vs CSFZX (3.27). CSFZX was incepted earlier than SWASX: CSFZX (12 years) vs SWASX (19 years). CSFZX (0.84) is less costly to investors than SWASX (0.72). SWASX is a more actively managed with annual turnover of: 85.00 vs. CSFZX (57.00). CSFZX (0) and SWASX (0) have matching initial minimum investment requirements. SWASX (5.25) and CSFZX (5.19) have marching annual gain over last year. CSFZX return over 5 years is better than : 4.18 vs. SWASX (3.14).
| CSFZX | SWASX | CSFZX / SWASX | |
| Total Expense Ratio | 0.84 | 0.72 | 117% |
| Annual Report Gross Expense Ratio | 0.84 | 0.72 | 117% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 6.066 | 5.606 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 261M | 881% |
| Annual Yield % from dividends | 3.27 | 3.44 | 95% |
| Returns for 1 year | 5.19 | 5.25 | 99% |
| Returns for 3 years | 28.58 | 28.23 | 101% |
| Returns for 5 years | 4.18 | 3.14 | 133% |
| Returns for 10 years | 47.88 | 33.58 | 143% |
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