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CSRIX vs FRESX
CSRIX vs FRESX Comparison
Open Charts CSRIX vs FRESX
CSRIX vs FRESX Comparison Chart in %
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CSRIX vs. FRESX 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 CSRIX is a Hold and FRESX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.11B vs. FRESX (3.32B). CSRIX pays higher dividends than FRESX: CSRIX (2.76) vs FRESX (2.03). CSRIX was incepted earlier than FRESX: CSRIX (27 years) vs FRESX (40 years). CSRIX (0.76) is less costly to investors than FRESX (0.64). FRESX is a more actively managed with annual turnover of: 35.00 vs. CSRIX (33.00). FRESX has a lower initial minimum investment than CSRIX: FRESX (0) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 9.49 vs. FRESX (7.18). CSRIX return over 5 years is better than : 12.06 vs. FRESX (-8.84).
| CSRIX | FRESX | CSRIX / FRESX | |
| Total Expense Ratio | 0.75 | 0.64 | 117% |
| Annual Report Gross Expense Ratio | 0.76 | 0.64 | 119% |
| Fund Existence | 27 years | 40 years | - |
| Gain YTD | 12.496 | 9.533 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 3.32B | 274% |
| Annual Yield % from dividends | 2.76 | 2.03 | 136% |
| Returns for 1 year | 9.49 | 7.18 | 132% |
| Returns for 3 years | 34.87 | 22.94 | 152% |
| Returns for 5 years | 12.06 | -8.84 | -136% |
| Returns for 10 years | 49.00 | 18.11 | 271% |
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