CSDIX
Price
$19.10
Change
+$0.15 (+0.79%)
Updated
Sep 11 closing price
Net Assets
9.6B
CSRIX
Price
$53.09
Change
+$0.43 (+0.82%)
Updated
Sep 11 closing price
Net Assets
9.11B
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CSDIX vs CSRIX

CSDIX vs CSRIX Comparison Chart in %
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CSDIX vs. CSRIX commentary
Sep 12, 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.

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FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.6B vs. CSRIX (9.11B). CSRIX pays higher dividends than CSDIX: CSRIX (2.76) vs CSDIX (1.81). 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 (8.61) and CSDIX (8.47) have marching annual gain over last year. CSRIX return over 5 years is better than : 11.15 vs. CSDIX (5.83).
CSDIXCSRIXCSDIX / CSRIX
Total Expense Ratio0.850.75113%
Annual Report Gross Expense Ratio0.850.76112%
Fund Existence28 years27 years-
Gain YTD10.66411.58492%
Front LoadN/AN/A-
Min. Initial Investment100000100000010%
Min. Initial Investment IRAN/AN/A-
Net Assets9.6B9.11B105%
Annual Yield % from dividends1.812.7666%
Returns for 1 year8.478.6198%
Returns for 3 years34.0033.77101%
Returns for 5 years5.8311.1552%
Returns for 10 years64.3347.79135%
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