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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.11B vs. SAREX (119M). CSRIX pays higher dividends than SAREX: CSRIX (2.76) vs SAREX (2.14). 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 : 8.61 vs. SAREX (6.90). CSRIX return over 5 years is better than : 11.15 vs. SAREX (-7.30).
| 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 | 11.584 | 11.040 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 119M | 7,653% |
| Annual Yield % from dividends | 2.76 | 2.14 | 129% |
| Returns for 1 year | 8.61 | 6.90 | 125% |
| Returns for 3 years | 33.77 | 27.69 | 122% |
| Returns for 5 years | 11.15 | -7.30 | -153% |
| Returns for 10 years | 47.79 | 29.38 | 163% |
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