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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
Jun 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 Hold and PFRSX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.04B vs. PFRSX (6.73B). CSRIX pays higher dividends than PFRSX: CSRIX (2.83) vs PFRSX (2.38). 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 : 10.34 vs. PFRSX (8.68). CSRIX return over 5 years is better than : 16.50 vs. PFRSX (11.14).
| 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 | 11.169 | 10.440 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 6.73B | 134% |
| Annual Yield % from dividends | 2.83 | 2.38 | 119% |
| Returns for 1 year | 10.34 | 8.68 | 119% |
| Returns for 3 years | 34.28 | 27.77 | 123% |
| Returns for 5 years | 16.50 | 11.14 | 148% |
| Returns for 10 years | 49.53 | N/A | - |
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