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CSRIX vs SOAAX
CSRIX vs SOAAX Comparison
Open Charts CSRIX vs SOAAX
CSRIX vs SOAAX Comparison Chart in %
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CSRIX vs. SOAAX commentary
Jun 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 SOAAX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.01B vs. SOAAX (73.9M). SOAAX pays higher dividends than CSRIX: SOAAX (9.37) vs CSRIX (2.83). CSRIX was incepted earlier than SOAAX: CSRIX (26 years) vs SOAAX (28 years). SOAAX (1.62) is less costly to investors than CSRIX (0.76). CSRIX is a more actively managed with annual turnover of: 33.00 vs. SOAAX (8.00). SOAAX has a lower initial minimum investment than CSRIX: SOAAX (500) vs CSRIX (1000000). SOAAX annual gain was more profitable for investors over the last year : 13.13 vs. CSRIX (11.45). CSRIX return over 5 years is better than : 17.48 vs. SOAAX (14.75).
| CSRIX | SOAAX | CSRIX / SOAAX | |
| Total Expense Ratio | 0.75 | 1.62 | 46% |
| Annual Report Gross Expense Ratio | 0.76 | 1.62 | 47% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 12.788 | 13.517 | 95% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 73.9M | 12,189% |
| Annual Yield % from dividends | 2.83 | 9.37 | 30% |
| Returns for 1 year | 11.45 | 13.13 | 87% |
| Returns for 3 years | 38.94 | 34.09 | 114% |
| Returns for 5 years | 17.48 | 14.75 | 119% |
| Returns for 10 years | 49.71 | 52.05 | 96% |
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