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CSRIX vs PFRSX
CSRIX vs PFRSX Comparison
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CSRIX vs PFRSX Comparison Chart in %
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CSRIX vs. PFRSX commentary
Aug 18, 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 PFRSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. PFRSX (7.04B). CSRIX pays higher dividends than PFRSX: CSRIX (2.68) vs PFRSX (2.23). CSRIX was incepted earlier than PFRSX: CSRIX (27 years) vs PFRSX (10 years). PFRSX (0.81) is less costly to investors than CSRIX (0.76). CSRIX is a more actively managed with annual turnover of: 33.00 vs. PFRSX (18.50). PFRSX has a lower initial minimum investment than CSRIX: PFRSX (0) vs CSRIX (1000000). CSRIX (17.06) and PFRSX (16.75) have marching annual gain over last year. CSRIX return over 5 years is better than : 17.88 vs. PFRSX (12.45).
| CSRIX | PFRSX | CSRIX / PFRSX | |
| Total Expense Ratio | 0.75 | 0.81 | 93% |
| Annual Report Gross Expense Ratio | 0.76 | 0.81 | 94% |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 16.967 | 16.798 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 7.04B | 131% |
| Annual Yield % from dividends | 2.68 | 2.23 | 120% |
| Returns for 1 year | 17.06 | 16.75 | 102% |
| Returns for 3 years | 41.44 | 36.71 | 113% |
| Returns for 5 years | 17.88 | 12.45 | 144% |
| Returns for 10 years | 49.09 | N/A | - |
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