CSDIX
Price
$19.10
Change
+$0.15 (+0.79%)
Updated
Sep 11 closing price
Net Assets
9.6B
FREGX
Price
$16.52
Change
+$0.09 (+0.55%)
Updated
Sep 11 closing price
Net Assets
799.14M
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CSDIX vs FREGX

CSDIX vs FREGX Comparison Chart in %
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CSDIX vs. FREGX 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 FREGX is a Buy.

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FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.6B vs. FREGX (799M). FREGX pays higher dividends than CSDIX: FREGX (2.09) vs CSDIX (1.81). CSDIX was incepted earlier than FREGX: CSDIX (28 years) vs FREGX (13 years). CSDIX (0.85) and FREGX (0.84) have similar cost to investors . FREGX is a more actively managed with annual turnover of: 69.00 vs. CSDIX (27.00). CSDIX has a lower initial minimum investment than FREGX: CSDIX (100000) vs FREGX (1000000). FREGX annual gain was more profitable for investors over the last year : 9.38 vs. CSDIX (8.47). CSDIX return over 5 years is better than : 5.83 vs. FREGX (-18.51).
CSDIXFREGXCSDIX / FREGX
Total Expense Ratio0.850.72118%
Annual Report Gross Expense Ratio0.850.84101%
Fund Existence28 years13 years-
Gain YTD10.66412.93682%
Front LoadN/AN/A-
Min. Initial Investment100000100000010%
Min. Initial Investment IRAN/AN/A-
Net Assets9.6B799M1,201%
Annual Yield % from dividends1.812.0987%
Returns for 1 year8.479.3890%
Returns for 3 years34.0024.56138%
Returns for 5 years5.83-18.51-31%
Returns for 10 years64.33-11.14-578%
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