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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
Aug 03, 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: 8.99B vs. SETAX (77.7M). CSRIX pays higher dividends than SETAX: CSRIX (2.68) vs SETAX (1.56). 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 : 16.82 vs. SETAX (8.60). CSRIX return over 5 years is better than : 17.56 vs. SETAX (2.03).
| 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 | 17.094 | 17.078 | 100% |
| 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 | 77.7M | 11,565% |
| Annual Yield % from dividends | 2.68 | 1.56 | 172% |
| Returns for 1 year | 16.82 | 8.60 | 196% |
| Returns for 3 years | 34.37 | 24.37 | 141% |
| Returns for 5 years | 17.56 | 2.03 | 865% |
| Returns for 10 years | 46.16 | -3.83 | -1,205% |
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