AREEX
Price
$29.32
Change
+$0.39 (+1.35%)
Updated
Jun 23 closing price
Net Assets
517.56M
CSDIX
Price
$19.76
Change
+$0.24 (+1.23%)
Updated
Jun 23 closing price
Net Assets
9.36B
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AREEX vs CSDIX

AREEX vs CSDIX Comparison Chart in %
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AREEX vs. CSDIX commentary
Jun 24, 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 AREEX is a Hold and CSDIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.36B vs. AREEX (518M). CSDIX pays higher dividends than AREEX: CSDIX (2.80) vs AREEX (1.46). AREEX was incepted earlier than CSDIX: AREEX (28 years) vs CSDIX (28 years). AREEX (1.41) is less costly to investors than CSDIX (0.85). AREEX is a more actively managed with annual turnover of: 113.00 vs. CSDIX (27.00). AREEX has a lower initial minimum investment than CSDIX: AREEX (2500) vs CSDIX (100000). AREEX annual gain was more profitable for investors over the last year : 12.30 vs. CSDIX (11.22). CSDIX return over 5 years is better than : 13.82 vs. AREEX (-0.84).
AREEXCSDIXAREEX / CSDIX
Total Expense Ratio1.410.85166%
Annual Report Gross Expense Ratio1.410.85166%
Fund Existence28 years28 years-
Gain YTD13.86413.213105%
Front Load6%N/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets518M9.36B6%
Annual Yield % from dividends1.462.8052%
Returns for 1 year12.3011.22110%
Returns for 3 years40.5741.1299%
Returns for 5 years-0.8413.82-6%
Returns for 10 years8.5968.3813%
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