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BARDX vs CSFAX
BARDX vs CSFAX Comparison
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BARDX vs CSFAX Comparison Chart in %
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BARDX vs. CSFAX commentary
Sep 13, 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 BARDX is a Hold and CSFAX is a Hold.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.3B vs. BARDX (307M). BARDX pays higher dividends than CSFAX: BARDX (4.46) vs CSFAX (2.95). BARDX was incepted earlier than CSFAX: BARDX (11 years) vs CSFAX (22 years). CSFAX (1.19) is less costly to investors than BARDX (0.73). CSFAX is a more actively managed with annual turnover of: 57.00 vs. BARDX (24.00). CSFAX has a lower initial minimum investment than BARDX: CSFAX (0) vs BARDX (1000). CSFAX annual gain was more profitable for investors over the last year : 4.81 vs. BARDX (3.64). CSFAX return over 5 years is better than : 2.37 vs. BARDX (-14.09).
| BARDX | CSFAX | BARDX / CSFAX | |
| Total Expense Ratio | 0.51 | 1.19 | 43% |
| Annual Report Gross Expense Ratio | 0.73 | 1.19 | 61% |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 6.933 | 5.792 | 120% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 2.3B | 13% |
| Annual Yield % from dividends | 4.46 | 2.95 | 151% |
| Returns for 1 year | 3.64 | 4.81 | 76% |
| Returns for 3 years | 8.01 | 27.25 | 29% |
| Returns for 5 years | -14.09 | 2.37 | -596% |
| Returns for 10 years | 14.79 | 42.72 | 35% |
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