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CSRIX vs IRSRX
CSRIX vs IRSRX Comparison
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CSRIX vs IRSRX Comparison Chart in %
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CSRIX vs. IRSRX commentary
Aug 17, 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 StrongBuy and IRSRX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. IRSRX (96.6M). CSRIX pays higher dividends than IRSRX: CSRIX (2.68) vs IRSRX (1.57). CSRIX was incepted earlier than IRSRX: CSRIX (27 years) vs IRSRX (21 years). IRSRX (1.79) is less costly to investors than CSRIX (0.76). IRSRX is a more actively managed with annual turnover of: 37.00 vs. CSRIX (33.00). IRSRX has a lower initial minimum investment than CSRIX: IRSRX (0) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 17.66 vs. IRSRX (2.34). CSRIX return over 5 years is better than : 16.62 vs. IRSRX (-44.18).
| CSRIX | IRSRX | CSRIX / IRSRX | |
| Total Expense Ratio | 0.75 | 1.33 | 56% |
| Annual Report Gross Expense Ratio | 0.76 | 1.79 | 42% |
| Fund Existence | 27 years | 21 years | - |
| Gain YTD | 16.967 | 19.205 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 96.6M | 9,558% |
| Annual Yield % from dividends | 2.68 | 1.57 | 170% |
| Returns for 1 year | 17.66 | 2.34 | 756% |
| Returns for 3 years | 39.10 | -1.72 | -2,277% |
| Returns for 5 years | 16.62 | -44.18 | -38% |
| Returns for 10 years | 48.28 | -42.95 | -112% |
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