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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 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 Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. SOAAX (75.4M). SOAAX pays higher dividends than CSRIX: SOAAX (9.45) vs CSRIX (2.68). CSRIX was incepted earlier than SOAAX: CSRIX (27 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 : 16.97 vs. CSRIX (15.19). CSRIX return over 5 years is better than : 15.94 vs. SOAAX (10.66).
| CSRIX | SOAAX | CSRIX / SOAAX | |
| Total Expense Ratio | 0.75 | 1.62 | 46% |
| Annual Report Gross Expense Ratio | 0.76 | 1.62 | 47% |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | 16.077 | 16.527 | 97% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 75.4M | 12,245% |
| Annual Yield % from dividends | 2.68 | 9.45 | 28% |
| Returns for 1 year | 15.19 | 16.97 | 90% |
| Returns for 3 years | 41.42 | 36.73 | 113% |
| Returns for 5 years | 15.94 | 10.66 | 150% |
| Returns for 10 years | 47.19 | 50.20 | 94% |
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