BREFX
Price
$39.68
Change
+$0.03 (+0.08%)
Updated
Jun 2 closing price
Net Assets
2.21B
CSDIX
Price
$19.10
Change
+$0.06 (+0.32%)
Updated
Jun 2 closing price
Net Assets
9.52B
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BREFX vs CSDIX

Header iconBREFX vs CSDIX Comparison
Open Charts BREFX vs CSDIXBanner chart's image
BREFX vs CSDIX Comparison Chart in %
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BREFX vs. CSDIX commentary
Jun 03, 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 StrongBuy and CSDIX is a Hold.

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FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.52B vs. BREFX (2.21B). CSDIX pays higher dividends than BREFX: CSDIX (2.80) vs BREFX (0.09). BREFX was incepted earlier than CSDIX: BREFX (16 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 (10.44) and BREFX (10.08) have marching annual gain over last year. CSDIX return over 5 years is better than : 11.48 vs. BREFX (-3.32).
BREFXCSDIXBREFX / CSDIX
Total Expense Ratio1.320.85155%
Annual Report Gross Expense Ratio1.320.85155%
Fund Existence16 years28 years-
Gain YTD0.73610.4297%
Front LoadN/AN/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets2.21B9.52B23%
Annual Yield % from dividends0.092.803%
Returns for 1 year10.0810.4497%
Returns for 3 years31.2435.1589%
Returns for 5 years-3.3211.48-29%
Returns for 10 years68.3166.18103%
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