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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
Sep 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 Buy and IARIX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. IARIX (666M). CSRIX pays higher dividends than IARIX: CSRIX (2.76) vs IARIX (1.70). 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 : 14.14 vs. IARIX (9.18). CSRIX return over 5 years is better than : 9.72 vs. IARIX (-16.65).
| 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 | 14.424 | 13.889 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 666M | 1,386% |
| Annual Yield % from dividends | 2.76 | 1.70 | 163% |
| Returns for 1 year | 14.14 | 9.18 | 154% |
| Returns for 3 years | 35.26 | 17.52 | 201% |
| Returns for 5 years | 9.72 | -16.65 | -58% |
| Returns for 10 years | 43.99 | -15.55 | -283% |
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