AREDX
Price
$29.90
Change
-$0.16 (-0.53%)
Updated
Jul 31 closing price
Net Assets
527.74M
CSRIX
Price
$55.26
Change
-$0.40 (-0.72%)
Updated
Jul 31 closing price
Net Assets
8.99B
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AREDX vs CSRIX

AREDX vs CSRIX Comparison Chart in %
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AREDX vs. CSRIX commentary
Aug 03, 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 AREDX is a Hold and CSRIX is a Hold.

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FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.99B vs. AREDX (528M). CSRIX pays higher dividends than AREDX: CSRIX (2.68) vs AREDX (1.76). AREDX was incepted earlier than CSRIX: AREDX (13 years) vs CSRIX (26 years). AREDX (0.81) is less costly to investors than CSRIX (0.76). AREDX is a more actively managed with annual turnover of: 113.00 vs. CSRIX (33.00). AREDX has a lower initial minimum investment than CSRIX: AREDX (0) vs CSRIX (1000000). AREDX (17.41) and CSRIX (16.82) have marching annual gain over last year. CSRIX return over 5 years is better than : 17.56 vs. AREDX (-0.64).
AREDXCSRIXAREDX / CSRIX
Total Expense Ratio0.810.75108%
Annual Report Gross Expense Ratio0.810.76107%
Fund Existence13 years26 years-
Gain YTD15.83717.09493%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets528M8.99B6%
Annual Yield % from dividends1.762.6866%
Returns for 1 year17.4116.82104%
Returns for 3 years34.8834.37102%
Returns for 5 years-0.6417.56-4%
Returns for 10 years8.5046.1618%
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