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CSRIX vs IARIX
CSRIX vs IARIX Comparison
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CSRIX vs IARIX Comparison Chart in %
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CSRIX vs. IARIX commentary
Jun 04, 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 IARIX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.04B vs. IARIX (672M). CSRIX pays higher dividends than IARIX: CSRIX (2.83) vs IARIX (1.81). CSRIX was incepted earlier than IARIX: CSRIX (26 years) vs IARIX (22 years). IARIX (1.02) is less costly to investors than CSRIX (0.76). IARIX is a more actively managed with annual turnover of: 63.00 vs. CSRIX (33.00). CSRIX (1000000) and IARIX (1000000) have matching initial minimum investment requirements. CSRIX annual gain was more profitable for investors over the last year : 10.34 vs. IARIX (4.20). CSRIX return over 5 years is better than : 16.50 vs. IARIX (-12.42).
| CSRIX | IARIX | CSRIX / IARIX | |
| Total Expense Ratio | 0.75 | 1.02 | 74% |
| Annual Report Gross Expense Ratio | 0.76 | 1.02 | 75% |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | 11.169 | 10.536 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 672M | 1,346% |
| Annual Yield % from dividends | 2.83 | 1.81 | 156% |
| Returns for 1 year | 10.34 | 4.20 | 246% |
| Returns for 3 years | 34.28 | 13.97 | 245% |
| Returns for 5 years | 16.50 | -12.42 | -133% |
| Returns for 10 years | 49.53 | -12.19 | -406% |
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