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BAREX vs CSDIX
BAREX vs CSDIX Comparison
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BAREX vs CSDIX Comparison Chart in %
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BAREX vs. CSDIX commentary
Jul 26, 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 BAREX is a Buy and CSDIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.61B vs. BAREX (455M). CSDIX pays higher dividends than BAREX: CSDIX (2.68) vs BAREX (2.43). BAREX was incepted earlier than CSDIX: BAREX (14 years) vs CSDIX (28 years). BAREX (1.34) is less costly to investors than CSDIX (0.85). BAREX is a more actively managed with annual turnover of: 129.00 vs. CSDIX (27.00). BAREX has a lower initial minimum investment than CSDIX: BAREX (1000) vs CSDIX (100000). BAREX annual gain was more profitable for investors over the last year : 18.40 vs. CSDIX (15.50). BAREX return over 5 years is better than : 16.80 vs. CSDIX (15.21).
| BAREX | CSDIX | BAREX / CSDIX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.34 | 0.85 | 158% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 19.684 | 19.015 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 9.61B | 5% |
| Annual Yield % from dividends | 2.43 | 2.68 | 91% |
| Returns for 1 year | 18.40 | 15.50 | 119% |
| Returns for 3 years | 34.79 | 36.84 | 94% |
| Returns for 5 years | 16.80 | 15.21 | 110% |
| Returns for 10 years | 53.92 | 67.56 | 80% |
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