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BREFX vs CSDIX
BREFX vs CSDIX Comparison
Open Charts BREFX vs CSDIX
BREFX vs CSDIX Comparison Chart in %
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BREFX vs. CSDIX commentary
Jul 25, 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 BREFX is a Buy and CSDIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.61B vs. BREFX (2.19B). CSDIX pays higher dividends than BREFX: CSDIX (2.68) vs BREFX (0.09). BREFX was incepted earlier than CSDIX: BREFX (17 years) vs CSDIX (28 years). BREFX (1.32) is less costly to investors than CSDIX (0.85). BREFX is a more actively managed with annual turnover of: 70.00 vs. CSDIX (27.00). BREFX has a lower initial minimum investment than CSDIX: BREFX (2000) vs CSDIX (100000). CSDIX annual gain was more profitable for investors over the last year : 12.66 vs. BREFX (2.35). CSDIX return over 5 years is better than : 12.38 vs. BREFX (1.71).
| BREFX | CSDIX | BREFX / CSDIX | |
| Total Expense Ratio | 1.32 | 0.85 | 155% |
| Annual Report Gross Expense Ratio | 1.32 | 0.85 | 155% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 3.503 | 16.095 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 9.61B | 23% |
| Annual Yield % from dividends | 0.09 | 2.68 | 3% |
| Returns for 1 year | 2.35 | 12.66 | 19% |
| Returns for 3 years | 22.71 | 33.49 | 68% |
| Returns for 5 years | 1.71 | 12.38 | 14% |
| Returns for 10 years | 68.24 | 63.45 | 108% |
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