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CSRIX vs STMMX
CSRIX vs STMMX Comparison
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CSRIX vs STMMX Comparison Chart in %
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CSRIX vs. STMMX 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 STMMX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. STMMX (61M). CSRIX pays higher dividends than STMMX: CSRIX (2.68) vs STMMX (2.19). CSRIX was incepted earlier than STMMX: CSRIX (27 years) vs STMMX (11 years). STMMX (1.14) is less costly to investors than CSRIX (0.76). CSRIX is a more actively managed with annual turnover of: 33.00 vs. STMMX (7.62). STMMX has a lower initial minimum investment than CSRIX: STMMX (1000) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 15.19 vs. STMMX (10.69). CSRIX return over 5 years is better than : 15.94 vs. STMMX (-12.87).
| CSRIX | STMMX | CSRIX / STMMX | |
| Total Expense Ratio | 0.75 | 1.14 | 66% |
| Annual Report Gross Expense Ratio | 0.76 | 1.14 | 67% |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 16.077 | 14.829 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 61M | 15,136% |
| Annual Yield % from dividends | 2.68 | 2.19 | 123% |
| Returns for 1 year | 15.19 | 10.69 | 142% |
| Returns for 3 years | 41.42 | 20.22 | 205% |
| Returns for 5 years | 15.94 | -12.87 | -124% |
| Returns for 10 years | 47.19 | 14.74 | 320% |
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