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CSRIX vs SAREX
CSRIX vs SAREX Comparison
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CSRIX vs SAREX Comparison Chart in %
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CSRIX vs. SAREX commentary
Aug 23, 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 SAREX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. SAREX (124M). CSRIX pays higher dividends than SAREX: CSRIX (2.68) vs SAREX (2.07). CSRIX was incepted earlier than SAREX: CSRIX (27 years) vs SAREX (19 years). SAREX (0.86) is less costly to investors than CSRIX (0.76). CSRIX is a more actively managed with annual turnover of: 33.00 vs. SAREX (5.00). SAREX has a lower initial minimum investment than CSRIX: SAREX (100000) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 15.19 vs. SAREX (14.41). CSRIX return over 5 years is better than : 15.94 vs. SAREX (-3.74).
| CSRIX | SAREX | CSRIX / SAREX | |
| Total Expense Ratio | 0.75 | 0.77 | 97% |
| Annual Report Gross Expense Ratio | 0.76 | 0.86 | 88% |
| Fund Existence | 27 years | 19 years | - |
| Gain YTD | 16.077 | 15.785 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 124M | 7,446% |
| Annual Yield % from dividends | 2.68 | 2.07 | 129% |
| Returns for 1 year | 15.19 | 14.41 | 105% |
| Returns for 3 years | 41.42 | 35.64 | 116% |
| Returns for 5 years | 15.94 | -3.74 | -426% |
| Returns for 10 years | 47.19 | 28.63 | 165% |
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