AREWX
Price
$27.99
Change
+$0.18 (+0.65%)
Updated
Sep 11 closing price
Net Assets
499.9M
CSDIX
Price
$19.10
Change
+$0.15 (+0.79%)
Updated
Sep 11 closing price
Net Assets
9.6B
Interact to see
Advertisement

AREWX vs CSDIX

AREWX vs CSDIX Comparison Chart in %
View a ticker or compare two or three
VS
AREWX 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 AREWX is a Hold and CSDIX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.6B vs. AREWX (500M). CSDIX pays higher dividends than AREWX: CSDIX (1.81) vs AREWX (1.13). AREWX was incepted earlier than CSDIX: AREWX (19 years) vs CSDIX (28 years). AREWX (1.66) is less costly to investors than CSDIX (0.85). AREWX is a more actively managed with annual turnover of: 113.00 vs. CSDIX (27.00). AREWX has a lower initial minimum investment than CSDIX: AREWX (2500) vs CSDIX (100000). CSDIX annual gain was more profitable for investors over the last year : 8.47 vs. AREWX (7.94). CSDIX return over 5 years is better than : 5.83 vs. AREWX (-9.18).
AREWXCSDIXAREWX / CSDIX
Total Expense Ratio1.660.85195%
Annual Report Gross Expense Ratio1.660.85195%
Fund Existence19 years28 years-
Gain YTD10.33210.66497%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets500M9.6B5%
Annual Yield % from dividends1.131.8163%
Returns for 1 year7.948.4794%
Returns for 3 years29.5634.0087%
Returns for 5 years-9.185.83-157%
Returns for 10 years2.5564.334%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VVILX29.800.24
+0.81%
Vulcan Value Partners Institutional
FBCVX31.630.21
+0.68%
Fidelity Blue Chip Value
NLSIX20.620.08
+0.39%
Neuberger Long Short Instl
BOYAX36.63N/A
N/A
Boyar Value
QCELX24.54N/A
N/A
AQR Large Cap Multi-Style I