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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 06, 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 Hold and CSDIX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.36B vs. BAREX (442M). 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 : 16.09 vs. CSDIX (13.59). BAREX return over 5 years is better than : 16.73 vs. CSDIX (15.09).
| 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 | 15.963 | 14.986 | 107% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 9.36B | 5% |
| Annual Yield % from dividends | 2.43 | 2.68 | 91% |
| Returns for 1 year | 16.09 | 13.59 | 118% |
| Returns for 3 years | 32.96 | 34.78 | 95% |
| Returns for 5 years | 16.73 | 15.09 | 111% |
| Returns for 10 years | 52.97 | 66.09 | 80% |
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