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CSDGX vs VRTIX
CSDGX vs VRTIX Comparison
Open Charts CSDGX vs VRTIX
CSDGX vs VRTIX Comparison Chart in %
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CSDGX vs. VRTIX 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 CSDGX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 16.6B vs. CSDGX (139M). VRTIX pays higher dividends than CSDGX: VRTIX (1.07) vs CSDGX (0.43). CSDGX was incepted earlier than VRTIX: CSDGX (7 years) vs VRTIX (15 years). CSDGX (1.62) is less costly to investors than VRTIX (0.05). CSDGX is a more actively managed with annual turnover of: 66.00 vs. VRTIX (14.00). CSDGX has a lower initial minimum investment than VRTIX: CSDGX (5000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 40.83 vs. CSDGX (14.65). VRTIX return over 5 years is better than : 29.82 vs. CSDGX (11.63).
| CSDGX | VRTIX | CSDGX / VRTIX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.62 | 0.05 | 3,240% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 10.943 | 17.423 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 16.6B | 1% |
| Annual Yield % from dividends | 0.43 | 1.07 | 40% |
| Returns for 1 year | 14.65 | 40.83 | 36% |
| Returns for 3 years | 22.38 | 60.65 | 37% |
| Returns for 5 years | 11.63 | 29.82 | 39% |
| Returns for 10 years | N/A | 160.34 | - |
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| MFs / NAME | Price $ | Chg $ | Chg % |
| DGEZX | 14.22 | 0.08 | +0.57% |
| Destinations Equity Income Z | |||
| CIRCX | 82.15 | N/A | N/A |
| American Funds Capital Income Bldr 529C | |||
| OSPMX | 7.63 | N/A | N/A |
| Invesco SteelPath MLP Income R6 | |||
| CFCYX | 16.15 | N/A | N/A |
| Columbia Flexible Capital Income Inst3 | |||
| MDVZX | 9.53 | N/A | N/A |
| Manning & Napier Disciplined Value Z | |||