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CSRIX vs SETAX
CSRIX vs SETAX Comparison
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CSRIX vs SETAX Comparison Chart in %
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CSRIX vs. SETAX commentary
Sep 13, 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 SETAX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.11B vs. SETAX (74.4M). CSRIX pays higher dividends than SETAX: CSRIX (2.76) vs SETAX (1.60). CSRIX was incepted earlier than SETAX: CSRIX (27 years) vs SETAX (23 years). SETAX (1.24) is less costly to investors than CSRIX (0.76). SETAX is a more actively managed with annual turnover of: 72.00 vs. CSRIX (33.00). SETAX has a lower initial minimum investment than CSRIX: SETAX (100000) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 8.61 vs. SETAX (-0.83). CSRIX return over 5 years is better than : 11.15 vs. SETAX (-2.96).
| CSRIX | SETAX | CSRIX / SETAX | |
| Total Expense Ratio | 0.75 | 1.14 | 66% |
| Annual Report Gross Expense Ratio | 0.76 | 1.24 | 61% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | 11.584 | 11.349 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 74.4M | 12,241% |
| Annual Yield % from dividends | 2.76 | 1.60 | 172% |
| Returns for 1 year | 8.61 | -0.83 | -1,041% |
| Returns for 3 years | 33.77 | 22.74 | 149% |
| Returns for 5 years | 11.15 | -2.96 | -376% |
| Returns for 10 years | 47.79 | 2.02 | 2,362% |
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