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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
Jun 24, 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: 9.01B vs. SAREX (126M). CSRIX pays higher dividends than SAREX: CSRIX (2.83) vs SAREX (2.15). CSRIX was incepted earlier than SAREX: CSRIX (26 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). SAREX (11.93) and CSRIX (11.45) have marching annual gain over last year. CSRIX return over 5 years is better than : 17.48 vs. SAREX (-1.43).
| CSRIX | SAREX | CSRIX / SAREX | |
| Total Expense Ratio | 0.75 | 0.77 | 97% |
| Annual Report Gross Expense Ratio | 0.76 | 0.86 | 88% |
| Fund Existence | 26 years | 19 years | - |
| Gain YTD | 12.788 | 13.777 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 126M | 7,149% |
| Annual Yield % from dividends | 2.83 | 2.15 | 131% |
| Returns for 1 year | 11.45 | 11.93 | 96% |
| Returns for 3 years | 38.94 | 33.95 | 115% |
| Returns for 5 years | 17.48 | -1.43 | -1,221% |
| Returns for 10 years | 49.71 | 33.14 | 150% |
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