CSDIX
Price
$19.10
Change
+$0.15 (+0.79%)
Updated
Sep 11 closing price
Net Assets
9.6B
FREAX
Price
$15.76
Change
+$0.08 (+0.51%)
Updated
Sep 11 closing price
Net Assets
799.14M
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CSDIX vs FREAX

CSDIX vs FREAX Comparison Chart in %
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CSDIX vs. FREAX commentary
Sep 13, 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 FREAX is a Buy.

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FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.6B vs. FREAX (799M). CSDIX (1.81) and FREAX (1.81) have matching dividends . CSDIX was incepted earlier than FREAX: CSDIX (28 years) vs FREAX (31 years). FREAX (1.30) is less costly to investors than CSDIX (0.85). FREAX is a more actively managed with annual turnover of: 69.00 vs. CSDIX (27.00). FREAX has a lower initial minimum investment than CSDIX: FREAX (2500) vs CSDIX (100000). FREAX (8.75) and CSDIX (8.47) have marching annual gain over last year. CSDIX return over 5 years is better than : 5.83 vs. FREAX (-21.32).
CSDIXFREAXCSDIX / FREAX
Total Expense Ratio0.851.1872%
Annual Report Gross Expense Ratio0.851.3065%
Fund Existence28 years31 years-
Gain YTD10.66412.52585%
Front LoadN/A6%-
Min. Initial Investment10000025004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets9.6B799M1,201%
Annual Yield % from dividends1.811.81100%
Returns for 1 year8.478.7597%
Returns for 3 years34.0022.46151%
Returns for 5 years5.83-21.32-27%
Returns for 10 years64.33-16.42-392%
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