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CSIIX vs IRCSX
CSIIX vs IRCSX Comparison
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CSIIX vs IRCSX Comparison Chart in %
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CSIIX vs. IRCSX commentary
Jul 14, 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 CSIIX is a Hold and IRCSX is a Hold.
FUNDAMENTALS
Fundamentals
IRCSX has more cash in the bank: 1.29B vs. CSIIX (807K). IRCSX pays higher dividends than CSIIX: IRCSX (1.98) vs CSIIX (1.50). CSIIX was incepted earlier than IRCSX: CSIIX (5 years) vs IRCSX (11 years). CSIIX (18.26) is less costly to investors than IRCSX (1.33). IRCSX is a more actively managed with annual turnover of: 57.00 vs. CSIIX (37.00). CSIIX (5000) and IRCSX (5000) have matching initial minimum investment requirements. CSIIX annual gain was more profitable for investors over the last year : 10.16 vs. IRCSX (7.13).
| CSIIX | IRCSX | CSIIX / IRCSX | |
| Total Expense Ratio | 0.98 | 1.33 | 74% |
| Annual Report Gross Expense Ratio | 18.26 | 1.33 | 1,373% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.381 | 12.546 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 807K | 1.29B | 0% |
| Annual Yield % from dividends | 1.50 | 1.98 | 76% |
| Returns for 1 year | 10.16 | 7.13 | 142% |
| Returns for 3 years | 22.53 | 45.19 | 50% |
| Returns for 5 years | N/A | 25.02 | - |
| Returns for 10 years | -53.82 | 74.73 | -72% |
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