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CSDIX vs CSRIX
CSDIX vs CSRIX Comparison
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CSDIX vs CSRIX Comparison Chart in %
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CSDIX vs. CSRIX 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 CSDIX is a Hold and CSRIX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. CSRIX (9.23B). CSRIX pays higher dividends than CSDIX: CSRIX (2.68) vs CSDIX (1.76). CSDIX was incepted earlier than CSRIX: CSDIX (28 years) vs CSRIX (27 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 (15.19) and CSDIX (14.65) have marching annual gain over last year. CSRIX return over 5 years is better than : 15.94 vs. CSDIX (10.61).
| 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 | 27 years | - |
| Gain YTD | 15.219 | 16.077 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 9.23B | 107% |
| Annual Yield % from dividends | 1.76 | 2.68 | 66% |
| Returns for 1 year | 14.65 | 15.19 | 96% |
| Returns for 3 years | 42.00 | 41.42 | 101% |
| Returns for 5 years | 10.61 | 15.94 | 67% |
| Returns for 10 years | 63.93 | 47.19 | 135% |
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