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CSTAX vs CTHEX
CSTAX vs CTHEX Comparison
Open Charts CSTAX vs CTHEX
CSTAX vs CTHEX Comparison Chart in %
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CSTAX vs. CTHEX commentary
Sep 13, 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 CSTAX is a Hold and CTHEX is a Hold.
FUNDAMENTALS
Fundamentals
CTHEX has more cash in the bank: 5.34B vs. CSTAX (3.88B). CSTAX pays higher dividends than CTHEX: CSTAX (3.34) vs CTHEX (2.92). CSTAX was incepted earlier than CTHEX: CSTAX (14 years) vs CTHEX (14 years). CTHEX (0.91) is less costly to investors than CSTAX (0.67). CSTAX is a more actively managed with annual turnover of: 21.00 vs. CTHEX (8.00). CSTAX (250) and CTHEX (250) have matching initial minimum investment requirements. CTHEX annual gain was more profitable for investors over the last year : 0.97 vs. CSTAX (0.24). CSTAX return over 5 years is better than : 3.26 vs. CTHEX (2.68).
| CSTAX | CTHEX | CSTAX / CTHEX | |
| Total Expense Ratio | 0.67 | 0.91 | 74% |
| Annual Report Gross Expense Ratio | 0.67 | 0.91 | 74% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 0.733 | 1.833 | 40% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.88B | 5.34B | 73% |
| Annual Yield % from dividends | 3.34 | 2.92 | 115% |
| Returns for 1 year | 0.24 | 0.97 | 25% |
| Returns for 3 years | 19.18 | 25.09 | 76% |
| Returns for 5 years | 3.26 | 2.68 | 122% |
| Returns for 10 years | 29.05 | 35.22 | 82% |
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