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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 01, 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 Hold.
FUNDAMENTALS
Fundamentals
CSJZX has more cash in the bank: 8.21B vs. SOIAX (76.2M). SOIAX pays higher dividends than CSJZX: SOIAX (10.26) vs CSJZX (2.67). 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 : 19.94 vs. CSJZX (16.60). SOIAX return over 5 years is better than : 15.27 vs. CSJZX (14.19).
| 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 | 17.048 | 18.385 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.21B | 76.2M | 10,768% |
| Annual Yield % from dividends | 2.67 | 10.26 | 26% |
| Returns for 1 year | 16.60 | 19.94 | 83% |
| Returns for 3 years | 33.82 | 32.74 | 103% |
| Returns for 5 years | 14.19 | 15.27 | 93% |
| Returns for 10 years | N/A | N/A | - |
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