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
Sep 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.11B vs. SOIAX (71.9M). SOIAX pays higher dividends than CSRIX: SOIAX (10.43) vs CSRIX (2.76). 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 (8.97) and CSRIX (8.70) have marching annual gain over last year. CSRIX return over 5 years is better than : 9.82 vs. SOIAX (7.10).
| 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 | 10.228 | 10.901 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 71.9M | 12,666% |
| Annual Yield % from dividends | 2.76 | 10.43 | 26% |
| Returns for 1 year | 8.70 | 8.97 | 97% |
| Returns for 3 years | 33.38 | 29.14 | 115% |
| Returns for 5 years | 9.82 | 7.10 | 138% |
| Returns for 10 years | 43.65 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CLTCX | 16.06 | 0.12 | +0.75% |
| Catalyst Tactical Allocation Fund C | |||
| THIGX | 41.28 | 0.27 | +0.66% |
| Thornburg Focus Growth I | |||
| DRGTX | 139.36 | 0.69 | +0.50% |
| Virtus Zevenbergen Technology Inst | |||
| WFDDX | 26.21 | 0.04 | +0.15% |
| Allspring SMID Cap Growth Fund -Cl Admin | |||
| FUFRX | 23.84 | -0.31 | -1.28% |
| Franklin Utilities R6 | |||