Interact to see
Advertisement
Advertisement
CSDIX vs CSRIX
CSDIX vs CSRIX Comparison
Open Charts CSDIX vs CSRIX
CSDIX vs CSRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSDIX vs. CSRIX commentary
Aug 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 CSDIX is a Hold and CSRIX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.61B vs. CSRIX (8.99B). CSRIX (2.68) and CSDIX (2.61) have matching dividends . CSDIX was incepted earlier than CSRIX: CSDIX (28 years) vs CSRIX (26 years). CSDIX (0.85) is less costly to investors than CSRIX (0.76). CSRIX is a more actively managed with annual turnover of: 33.00 vs. CSDIX (27.00). CSDIX has a lower initial minimum investment than CSRIX: CSDIX (100000) vs CSRIX (1000000). CSRIX (16.82) and CSDIX (16.76) have marching annual gain over last year. CSRIX return over 5 years is better than : 17.56 vs. CSDIX (12.22).
| CSDIX | CSRIX | CSDIX / CSRIX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.85 | 0.76 | 112% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 16.212 | 17.094 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 8.99B | 107% |
| Annual Yield % from dividends | 2.61 | 2.68 | 98% |
| Returns for 1 year | 16.76 | 16.82 | 100% |
| Returns for 3 years | 34.78 | 34.37 | 101% |
| Returns for 5 years | 12.22 | 17.56 | 70% |
| Returns for 10 years | 62.91 | 46.16 | 136% |
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 % |
| MGQAX | 12.66 | 0.18 | +1.44% |
| Morgan Stanley Inst Global Stars A | |||
| NLCCX | 29.39 | 0.34 | +1.17% |
| Voya Large-Cap Growth C | |||
| FVRMX | 26.61 | 0.02 | +0.08% |
| Franklin Mutual Small-Mid Cap Val Adv | |||
| DSCGX | 33.89 | 0.02 | +0.06% |
| DFA US Small Cap Growth Instl | |||
| FCDTX | 46.21 | -0.04 | -0.09% |
| Fidelity Advisor Stock Selector Sm Cp M | |||