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CSRIX vs STMOX
CSRIX vs STMOX Comparison
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CSRIX vs STMOX Comparison Chart in %
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CSRIX vs. STMOX commentary
Jul 09, 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 STMOX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.01B vs. STMOX (63.2M). CSRIX pays higher dividends than STMOX: CSRIX (2.75) vs STMOX (1.39). CSRIX was incepted earlier than STMOX: CSRIX (26 years) vs STMOX (11 years). STMOX (1.89) is less costly to investors than CSRIX (0.76). CSRIX is a more actively managed with annual turnover of: 33.00 vs. STMOX (7.62). STMOX has a lower initial minimum investment than CSRIX: STMOX (1000) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 12.87 vs. STMOX (9.64). CSRIX return over 5 years is better than : 16.16 vs. STMOX (-14.77).
| CSRIX | STMOX | CSRIX / STMOX | |
| Total Expense Ratio | 0.75 | 1.89 | 40% |
| Annual Report Gross Expense Ratio | 0.76 | 1.89 | 40% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 14.339 | 14.796 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 63.2M | 14,253% |
| Annual Yield % from dividends | 2.75 | 1.39 | 198% |
| Returns for 1 year | 12.87 | 9.64 | 134% |
| Returns for 3 years | 33.28 | 12.42 | 268% |
| Returns for 5 years | 16.16 | -14.77 | -109% |
| Returns for 10 years | 45.24 | 4.42 | 1,023% |
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