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AREEX vs CSDIX
AREEX vs CSDIX Comparison
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AREEX vs CSDIX Comparison Chart in %
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AREEX vs. CSDIX commentary
Aug 23, 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 Buy and CSDIX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. AREEX (522M). CSDIX pays higher dividends than AREEX: CSDIX (1.76) vs AREEX (0.52). 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 (14.68) and CSDIX (14.65) have marching annual gain over last year. CSDIX return over 5 years is better than : 10.61 vs. AREEX (-4.75).
| 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 | 14.447 | 15.219 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 9.87B | 5% |
| Annual Yield % from dividends | 0.52 | 1.76 | 30% |
| Returns for 1 year | 14.68 | 14.65 | 100% |
| Returns for 3 years | 39.19 | 42.00 | 93% |
| Returns for 5 years | -4.75 | 10.61 | -45% |
| Returns for 10 years | 4.34 | 63.93 | 7% |
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