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CSDIX vs FRESX
CSDIX vs FRESX Comparison
Open Charts CSDIX vs FRESX
CSDIX vs FRESX Comparison Chart in %
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CSDIX vs. FRESX commentary
Aug 24, 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 FRESX is a Buy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. FRESX (3.41B). FRESX pays higher dividends than CSDIX: FRESX (1.99) vs CSDIX (1.76). CSDIX was incepted earlier than FRESX: CSDIX (28 years) vs FRESX (40 years). CSDIX (0.85) is less costly to investors than FRESX (0.64). FRESX is a more actively managed with annual turnover of: 35.00 vs. CSDIX (27.00). FRESX has a lower initial minimum investment than CSDIX: FRESX (0) vs CSDIX (100000). CSDIX annual gain was more profitable for investors over the last year : 14.65 vs. FRESX (12.92). CSDIX return over 5 years is better than : 10.61 vs. FRESX (-5.87).
| CSDIX | FRESX | CSDIX / FRESX | |
| Total Expense Ratio | 0.85 | 0.64 | 133% |
| Annual Report Gross Expense Ratio | 0.85 | 0.64 | 133% |
| Fund Existence | 28 years | 40 years | - |
| Gain YTD | 15.219 | 15.611 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 3.41B | 289% |
| Annual Yield % from dividends | 1.76 | 1.99 | 89% |
| Returns for 1 year | 14.65 | 12.92 | 113% |
| Returns for 3 years | 42.00 | 26.41 | 159% |
| Returns for 5 years | 10.61 | -5.87 | -181% |
| Returns for 10 years | 63.93 | 16.15 | 396% |
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