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CSRIX vs SOIAX
CSRIX vs SOIAX Comparison
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CSRIX vs SOIAX Comparison Chart in %
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CSRIX vs. SOIAX 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 SOIAX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. SOIAX (75.4M). SOIAX pays higher dividends than CSRIX: SOIAX (10.10) vs CSRIX (2.68). CSRIX was incepted earlier than SOIAX: CSRIX (27 years) vs SOIAX (6 years). SOIAX (1.32) is less costly to investors than CSRIX (0.76). CSRIX is a more actively managed with annual turnover of: 33.00 vs. SOIAX (8.00). SOIAX has a lower initial minimum investment than CSRIX: SOIAX (100000) vs CSRIX (1000000). SOIAX annual gain was more profitable for investors over the last year : 17.26 vs. CSRIX (15.19). CSRIX return over 5 years is better than : 15.94 vs. SOIAX (12.21).
| CSRIX | SOIAX | CSRIX / SOIAX | |
| Total Expense Ratio | 0.75 | 1.32 | 57% |
| Annual Report Gross Expense Ratio | 0.76 | 1.32 | 58% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 16.077 | 16.752 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 75.4M | 12,245% |
| Annual Yield % from dividends | 2.68 | 10.10 | 27% |
| Returns for 1 year | 15.19 | 17.26 | 88% |
| Returns for 3 years | 41.42 | 37.89 | 109% |
| Returns for 5 years | 15.94 | 12.21 | 131% |
| Returns for 10 years | 47.19 | N/A | - |
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