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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
Jul 25, 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 PFRSX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.99B vs. PFRSX (7.09B). CSRIX pays higher dividends than PFRSX: CSRIX (2.75) vs PFRSX (2.28). CSRIX was incepted earlier than PFRSX: CSRIX (26 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 annual gain was more profitable for investors over the last year : 15.25 vs. PFRSX (13.21). CSRIX return over 5 years is better than : 20.44 vs. PFRSX (11.49).
| CSRIX | PFRSX | CSRIX / PFRSX | |
| Total Expense Ratio | 0.75 | 0.81 | 93% |
| Annual Report Gross Expense Ratio | 0.76 | 0.81 | 94% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 19.764 | 17.198 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 7.09B | 127% |
| Annual Yield % from dividends | 2.75 | 2.28 | 121% |
| Returns for 1 year | 15.25 | 13.21 | 115% |
| Returns for 3 years | 36.04 | 28.28 | 127% |
| Returns for 5 years | 20.44 | 11.49 | 178% |
| Returns for 10 years | 50.15 | N/A | - |
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