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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
Aug 03, 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 Buy and CSFAX is a Hold.
FUNDAMENTALS
Fundamentals
CSFAX has more cash in the bank: 2.31B vs. BARDX (314M). BARDX pays higher dividends than CSFAX: BARDX (4.32) vs CSFAX (2.85). 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 (16.24) and BARDX (15.75) have marching annual gain over last year. CSFAX return over 5 years is better than : 7.85 vs. BARDX (-10.00).
| 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 | 12.804 | 11.880 | 108% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 2.31B | 14% |
| Annual Yield % from dividends | 4.32 | 2.85 | 152% |
| Returns for 1 year | 15.75 | 16.24 | 97% |
| Returns for 3 years | 9.46 | 29.30 | 32% |
| Returns for 5 years | -10.00 | 7.85 | -127% |
| Returns for 10 years | 15.10 | 45.63 | 33% |
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