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CSRIX vs NBRFX
CSRIX vs NBRFX Comparison
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CSRIX vs NBRFX Comparison Chart in %
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CSRIX vs. NBRFX commentary
Jul 21, 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 NBRFX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.99B vs. NBRFX (614M). CSRIX pays higher dividends than NBRFX: CSRIX (2.75) vs NBRFX (1.65). CSRIX was incepted earlier than NBRFX: CSRIX (26 years) vs NBRFX (24 years). NBRFX (1.40) is less costly to investors than CSRIX (0.76). NBRFX is a more actively managed with annual turnover of: 57.00 vs. CSRIX (33.00). NBRFX has a lower initial minimum investment than CSRIX: NBRFX (1000) vs CSRIX (1000000). CSRIX (15.46) and NBRFX (15.39) have marching annual gain over last year. CSRIX return over 5 years is better than : 19.31 vs. NBRFX (-3.02).
| CSRIX | NBRFX | CSRIX / NBRFX | |
| Total Expense Ratio | 0.75 | 1.40 | 54% |
| Annual Report Gross Expense Ratio | 0.76 | 1.40 | 54% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 17.772 | 17.833 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 614M | 1,464% |
| Annual Yield % from dividends | 2.75 | 1.65 | 167% |
| Returns for 1 year | 15.46 | 15.39 | 100% |
| Returns for 3 years | 36.05 | 30.20 | 119% |
| Returns for 5 years | 19.31 | -3.02 | -639% |
| Returns for 10 years | 48.47 | 21.64 | 224% |
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