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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
Jun 04, 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: 2.32B vs. BARDX (299M). BARDX pays higher dividends than CSFAX: BARDX (4.34) vs CSFAX (2.94). BARDX was incepted earlier than CSFAX: BARDX (11 years) vs CSFAX (22 years). CSFAX (1.19) is less costly to investors than BARDX (0.57). 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 : 10.13 vs. BARDX (8.75). CSFAX return over 5 years is better than : 5.00 vs. BARDX (-12.57).
| BARDX | CSFAX | BARDX / CSFAX | |
| Total Expense Ratio | 0.49 | 1.19 | 41% |
| Annual Report Gross Expense Ratio | 0.57 | 1.19 | 48% |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 6.851 | 6.305 | 109% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 2.32B | 13% |
| Annual Yield % from dividends | 4.34 | 2.94 | 147% |
| Returns for 1 year | 8.75 | 10.13 | 86% |
| Returns for 3 years | 7.45 | 27.37 | 27% |
| Returns for 5 years | -12.57 | 5.00 | -251% |
| Returns for 10 years | 16.16 | 47.34 | 34% |
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