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CSJZX vs SOIAX
CSJZX vs SOIAX Comparison
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CSJZX vs SOIAX Comparison Chart in %
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CSJZX vs. SOIAX 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 CSJZX is a Hold and SOIAX is a Buy.
FUNDAMENTALS
Fundamentals
CSJZX has more cash in the bank: 8.39B vs. SOIAX (75.4M). SOIAX pays higher dividends than CSJZX: SOIAX (10.10) vs CSJZX (2.60). CSJZX was incepted earlier than SOIAX: CSJZX (7 years) vs SOIAX (6 years). SOIAX (1.32) is less costly to investors than CSJZX (0.83). CSJZX is a more actively managed with annual turnover of: 35.00 vs. SOIAX (8.00). CSJZX has a lower initial minimum investment than SOIAX: CSJZX (0) vs SOIAX (100000). SOIAX annual gain was more profitable for investors over the last year : 17.26 vs. CSJZX (15.00). CSJZX (12.58) and SOIAX (12.21) have equivalent 5 years return.
| CSJZX | SOIAX | CSJZX / SOIAX | |
| Total Expense Ratio | 0.80 | 1.32 | 61% |
| Annual Report Gross Expense Ratio | 0.83 | 1.32 | 63% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 16.015 | 16.752 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.39B | 75.4M | 11,122% |
| Annual Yield % from dividends | 2.60 | 10.10 | 26% |
| Returns for 1 year | 15.00 | 17.26 | 87% |
| Returns for 3 years | 40.84 | 37.89 | 108% |
| Returns for 5 years | 12.58 | 12.21 | 103% |
| Returns for 10 years | N/A | N/A | - |
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