Interact to see
Advertisement
Advertisement
BREFX vs CSDIX
BREFX vs CSDIX Comparison
Open Charts BREFX vs CSDIX
BREFX vs CSDIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BREFX vs. CSDIX commentary
Sep 05, 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 Hold and CSDIX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. BREFX (2.09B). CSDIX pays higher dividends than BREFX: CSDIX (1.81) 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 : 12.11 vs. BREFX (-6.43). CSDIX return over 5 years is better than : 3.65 vs. BREFX (-6.78).
| 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 | -0.939 | 12.533 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 9.87B | 21% |
| Annual Yield % from dividends | 0.09 | 1.81 | 5% |
| Returns for 1 year | -6.43 | 12.11 | -53% |
| Returns for 3 years | 24.42 | 36.09 | 68% |
| Returns for 5 years | -6.78 | 3.65 | -186% |
| Returns for 10 years | 61.21 | 57.46 | 107% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement