Interact to see
Advertisement
Advertisement
CSDGX vs VRTIX
CSDGX vs VRTIX Comparison
Open Charts CSDGX vs VRTIX
CSDGX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSDGX vs. VRTIX commentary
Aug 23, 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: 17.5B vs. CSDGX (116M). VRTIX pays higher dividends than CSDGX: VRTIX (1.12) vs CSDGX (0.42). CSDGX was incepted earlier than VRTIX: CSDGX (8 years) vs VRTIX (16 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 : 33.16 vs. CSDGX (10.43). VRTIX return over 5 years is better than : 41.82 vs. CSDGX (13.80).
| 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 | 8 years | 16 years | - |
| Gain YTD | 13.316 | 22.079 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 17.5B | 1% |
| Annual Yield % from dividends | 0.42 | 1.12 | 38% |
| Returns for 1 year | 10.43 | 33.16 | 31% |
| Returns for 3 years | 23.23 | 65.02 | 36% |
| Returns for 5 years | 13.80 | 41.82 | 33% |
| Returns for 10 years | N/A | 152.08 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ANFFX | 86.59 | 0.73 | +0.85% |
| American Funds New Economy F-1 | |||
| OAYEX | 23.50 | 0.17 | +0.73% |
| Oakmark International Small Cap Advisor | |||
| GTLIX | 25.09 | 0.18 | +0.72% |
| Glenmede Disciplined US Eq Ptf InstlShrs | |||
| ESCFX | 19.37 | 0.09 | +0.47% |
| 1290 Essex Small Cap Growth A | |||
| GSPKX | 20.48 | 0.07 | +0.34% |
| Goldman Sachs US Eq Div and Prem Instl | |||