CDSRX
Price
$15.58
Change
-$0.01 (-0.06%)
Updated
Sep 14 closing price
Net Assets
2.9B
LOLDX
Price
$3.81
Change
-$0.00 (-0.00%)
Updated
Sep 14 closing price
Net Assets
42.46B
Interact to see
Advertisement

CDSRX vs LOLDX

CDSRX vs LOLDX Comparison Chart in %
View a ticker or compare two or three
VS
CDSRX vs. LOLDX commentary
Sep 15, 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 CDSRX is a Hold and LOLDX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
LOLDX has more cash in the bank: 42.5B vs. CDSRX (2.9B). LOLDX pays higher dividends than CDSRX: LOLDX (5.15) vs CDSRX (4.64). CDSRX was incepted earlier than LOLDX: CDSRX (8 years) vs LOLDX (9 years). CDSRX (0.45) is less costly to investors than LOLDX (0.32). LOLDX is a more actively managed with annual turnover of: 161.00 vs. CDSRX (150.00). LOLDX has a lower initial minimum investment than CDSRX: LOLDX (0) vs CDSRX (5000000). LOLDX annual gain was more profitable for investors over the last year : 2.54 vs. CDSRX (1.75). CDSRX (14.68) and LOLDX (14.20) have equivalent 5 years return.
CDSRXLOLDXCDSRX / LOLDX
Total Expense Ratio0.450.32141%
Annual Report Gross Expense Ratio0.450.32141%
Fund Existence8 years9 years-
Gain YTD0.6261.05160%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.9B42.5B7%
Annual Yield % from dividends4.645.1590%
Returns for 1 year1.752.5469%
Returns for 3 years17.3416.91103%
Returns for 5 years14.6814.20103%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SOVF31.550.12
+0.38%
Sovereign's Capital Flourish Fund
SDOG72.340.07
+0.10%
ALPS Sector Dividend Dogs ETF
SMOT39.250.03
+0.08%
VanEck Morningstar SMID Moat ETF
STBF25.16N/A
N/A
Performance Trust Short Term Bond ETF
DDXX28.32-0.21
-0.74%
Defined Duration 20 ETF