BREFX
Price
$41.21
Change
+$0.45 (+1.10%)
Updated
Aug 13 closing price
Net Assets
2.2B
CSDIX
Price
$19.81
Change
+$0.22 (+1.12%)
Updated
Aug 13 closing price
Net Assets
9.87B
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BREFX vs CSDIX

BREFX vs CSDIX Comparison Chart in %
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BREFX vs. CSDIX commentary
Aug 14, 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.

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FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. BREFX (2.2B). CSDIX pays higher dividends than BREFX: CSDIX (1.76) 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 : 15.84 vs. BREFX (-0.03). CSDIX return over 5 years is better than : 10.74 vs. BREFX (1.40).
BREFXCSDIXBREFX / CSDIX
Total Expense Ratio1.320.85155%
Annual Report Gross Expense Ratio1.320.85155%
Fund Existence17 years28 years-
Gain YTD4.62015.68629%
Front LoadN/AN/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets2.2B9.87B22%
Annual Yield % from dividends0.091.765%
Returns for 1 year-0.0315.84-0%
Returns for 3 years29.1537.7677%
Returns for 5 years1.4010.7413%
Returns for 10 years69.5662.87111%
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