Interact to see
Advertisement
Advertisement
CSRIX vs SETAX
CSRIX vs SETAX Comparison
Open Charts CSRIX vs SETAX
CSRIX vs SETAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSRIX vs. SETAX 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 SETAX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. SETAX (77.4M). CSRIX pays higher dividends than SETAX: CSRIX (2.68) vs SETAX (1.56). 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 : 15.19 vs. SETAX (6.23). CSRIX return over 5 years is better than : 15.94 vs. SETAX (1.47).
| 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 | 16.077 | 16.181 | 99% |
| 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 | 77.4M | 11,929% |
| Annual Yield % from dividends | 2.68 | 1.56 | 172% |
| Returns for 1 year | 15.19 | 6.23 | 244% |
| Returns for 3 years | 41.42 | 31.24 | 133% |
| Returns for 5 years | 15.94 | 1.47 | 1,084% |
| Returns for 10 years | 47.19 | -2.39 | -1,975% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers