Interact to see
Advertisement
Advertisement
CSRIX vs SOIAX
CSRIX vs SOIAX Comparison
Open Charts CSRIX vs SOIAX
CSRIX vs SOIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSRIX vs. SOIAX commentary
Jun 16, 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 Buy and SOIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.01B vs. SOIAX (75.6M). SOIAX pays higher dividends than CSRIX: SOIAX (9.98) vs CSRIX (2.83). CSRIX was incepted earlier than SOIAX: CSRIX (26 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 (15.73) and CSRIX (15.49) have marching annual gain over last year. CSRIX return over 5 years is better than : 21.04 vs. SOIAX (18.49).
| CSRIX | SOIAX | CSRIX / SOIAX | |
| Total Expense Ratio | 0.75 | 1.32 | 57% |
| Annual Report Gross Expense Ratio | 0.76 | 1.32 | 58% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 16.404 | 16.192 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 75.6M | 11,915% |
| Annual Yield % from dividends | 2.83 | 9.98 | 28% |
| Returns for 1 year | 15.49 | 15.73 | 98% |
| Returns for 3 years | 36.90 | 31.96 | 115% |
| Returns for 5 years | 21.04 | 18.49 | 114% |
| Returns for 10 years | 54.29 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement