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AREEX vs CSDIX
AREEX vs CSDIX Comparison
Open Charts AREEX vs CSDIX
AREEX vs CSDIX Comparison Chart in %
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AREEX vs. CSDIX commentary
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.6B vs. AREEX (500M). CSDIX pays higher dividends than AREEX: CSDIX (1.81) vs AREEX (0.54). 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). CSDIX (8.47) and AREEX (8.23) have marching annual gain over last year. CSDIX return over 5 years is better than : 5.83 vs. AREEX (-7.49).
| AREEX | CSDIX | AREEX / CSDIX | |
| Total Expense Ratio | 1.41 | 0.85 | 166% |
| Annual Report Gross Expense Ratio | 1.41 | 0.85 | 166% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 10.534 | 10.664 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 500M | 9.6B | 5% |
| Annual Yield % from dividends | 0.54 | 1.81 | 30% |
| Returns for 1 year | 8.23 | 8.47 | 97% |
| Returns for 3 years | 30.52 | 34.00 | 90% |
| Returns for 5 years | -7.49 | 5.83 | -128% |
| Returns for 10 years | 5.68 | 64.33 | 9% |
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