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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
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 SOAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.99B vs. SOAAX (74.8M). SOAAX pays higher dividends than CSRIX: SOAAX (9.62) vs CSRIX (2.75). 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 : 16.29 vs. CSRIX (13.84). CSRIX return over 5 years is better than : 17.34 vs. SOAAX (13.78).
| 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 | 15.674 | 16.396 | 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 | 74.8M | 12,013% |
| Annual Yield % from dividends | 2.75 | 9.62 | 29% |
| Returns for 1 year | 13.84 | 16.29 | 85% |
| Returns for 3 years | 31.46 | 27.46 | 115% |
| Returns for 5 years | 17.34 | 13.78 | 126% |
| Returns for 10 years | 46.85 | 47.82 | 98% |
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