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CSRIX vs SREYX
CSRIX vs SREYX Comparison
Open Charts CSRIX vs SREYX
CSRIX vs SREYX Comparison Chart in %
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CSRIX vs. SREYX commentary
Aug 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 SREYX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. SREYX (76.9M). CSRIX pays higher dividends than SREYX: CSRIX (2.68) vs SREYX (1.77). CSRIX was incepted earlier than SREYX: CSRIX (27 years) vs SREYX (12 years). SREYX (0.99) is less costly to investors than CSRIX (0.76). SREYX is a more actively managed with annual turnover of: 72.00 vs. CSRIX (33.00). SREYX has a lower initial minimum investment than CSRIX: SREYX (100000) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 15.24 vs. SREYX (5.86). CSRIX return over 5 years is better than : 15.92 vs. SREYX (2.00).
| CSRIX | SREYX | CSRIX / SREYX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.76 | 0.99 | 77% |
| Fund Existence | 27 years | 12 years | - |
| Gain YTD | 16.055 | 15.500 | 104% |
| 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 | 76.9M | 12,007% |
| Annual Yield % from dividends | 2.68 | 1.77 | 152% |
| Returns for 1 year | 15.24 | 5.86 | 260% |
| Returns for 3 years | 40.34 | 30.42 | 133% |
| Returns for 5 years | 15.92 | 2.00 | 796% |
| Returns for 10 years | 47.93 | -0.25 | -19,266% |
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