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CSRIX vs SOAAX
CSRIX vs SOAAX Comparison
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CSRIX vs SOAAX Comparison Chart in %
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CSRIX vs. SOAAX 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 SOAAX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.99B vs. SOAAX (76.2M). SOAAX pays higher dividends than CSRIX: SOAAX (9.45) vs CSRIX (2.68). CSRIX was incepted earlier than SOAAX: CSRIX (26 years) vs SOAAX (29 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 : 19.29 vs. CSRIX (16.82). CSRIX return over 5 years is better than : 17.56 vs. SOAAX (13.25).
| 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 | 29 years | - |
| Gain YTD | 17.094 | 17.838 | 96% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 76.2M | 11,793% |
| Annual Yield % from dividends | 2.68 | 9.45 | 28% |
| Returns for 1 year | 16.82 | 19.29 | 87% |
| Returns for 3 years | 34.37 | 31.30 | 110% |
| Returns for 5 years | 17.56 | 13.25 | 133% |
| Returns for 10 years | 46.16 | 48.51 | 95% |
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