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CSRIX vs IARFX
CSRIX vs IARFX Comparison
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CSRIX vs IARFX Comparison Chart in %
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CSRIX vs. IARFX 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 CSRIX is a Hold and IARFX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. IARFX (684M). CSRIX pays higher dividends than IARFX: CSRIX (2.68) vs IARFX (1.72). CSRIX was incepted earlier than IARFX: CSRIX (27 years) vs IARFX (14 years). IARFX (0.84) is less costly to investors than CSRIX (0.76). IARFX is a more actively managed with annual turnover of: 63.00 vs. CSRIX (33.00). CSRIX (1000000) and IARFX (1000000) have matching initial minimum investment requirements. CSRIX annual gain was more profitable for investors over the last year : 15.19 vs. IARFX (11.70). CSRIX return over 5 years is better than : 15.94 vs. IARFX (-10.76).
| CSRIX | IARFX | CSRIX / IARFX | |
| Total Expense Ratio | 0.75 | 0.84 | 89% |
| Annual Report Gross Expense Ratio | 0.76 | 0.84 | 90% |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | 16.077 | 16.678 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 684M | 1,350% |
| Annual Yield % from dividends | 2.68 | 1.72 | 155% |
| Returns for 1 year | 15.19 | 11.70 | 130% |
| Returns for 3 years | 41.42 | 24.04 | 172% |
| Returns for 5 years | 15.94 | -10.76 | -148% |
| Returns for 10 years | 47.19 | -12.26 | -385% |
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