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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
Jul 14, 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 StrongBuy and SETAX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.99B vs. SETAX (77M). CSRIX pays higher dividends than SETAX: CSRIX (2.75) vs SETAX (1.96). CSRIX was incepted earlier than SETAX: CSRIX (26 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 : 13.84 vs. SETAX (5.61). CSRIX return over 5 years is better than : 17.34 vs. SETAX (1.29).
| CSRIX | SETAX | CSRIX / SETAX | |
| Total Expense Ratio | 0.75 | 1.14 | 66% |
| Annual Report Gross Expense Ratio | 0.76 | 1.24 | 61% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 15.674 | 15.145 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 77M | 11,670% |
| Annual Yield % from dividends | 2.75 | 1.96 | 141% |
| Returns for 1 year | 13.84 | 5.61 | 247% |
| Returns for 3 years | 31.46 | 20.99 | 150% |
| Returns for 5 years | 17.34 | 1.29 | 1,345% |
| Returns for 10 years | 46.85 | -4.28 | -1,094% |
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