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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
Aug 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. IARIX (681M). CSRIX pays higher dividends than IARIX: CSRIX (2.68) vs IARIX (1.65). CSRIX was incepted earlier than IARIX: CSRIX (27 years) vs IARIX (22 years). IARIX (0.89) 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 : 16.41 vs. IARIX (11.42). CSRIX return over 5 years is better than : 16.22 vs. IARIX (-11.90).
| CSRIX | IARIX | CSRIX / IARIX | |
| Total Expense Ratio | 0.75 | 0.89 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 0.89 | 85% |
| Fund Existence | 27 years | 22 years | - |
| Gain YTD | 16.564 | 15.741 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 681M | 1,356% |
| Annual Yield % from dividends | 2.68 | 1.65 | 162% |
| Returns for 1 year | 16.41 | 11.42 | 144% |
| Returns for 3 years | 37.29 | 18.99 | 196% |
| Returns for 5 years | 16.22 | -11.90 | -136% |
| Returns for 10 years | 46.22 | -14.55 | -318% |
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