Interact to see
Advertisement
Advertisement
CSDIX vs FRESX
CSDIX vs FRESX Comparison
Open Charts CSDIX vs FRESX
CSDIX vs FRESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSDIX vs. FRESX 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 FRESX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.6B vs. FRESX (3.32B). FRESX pays higher dividends than CSDIX: FRESX (2.03) vs CSDIX (1.81). 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 : 9.33 vs. FRESX (7.18). CSDIX return over 5 years is better than : 6.66 vs. FRESX (-8.84).
| 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 | 11.540 | 9.533 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 3.32B | 289% |
| Annual Yield % from dividends | 1.81 | 2.03 | 89% |
| Returns for 1 year | 9.33 | 7.18 | 130% |
| Returns for 3 years | 35.06 | 22.94 | 153% |
| Returns for 5 years | 6.66 | -8.84 | -75% |
| Returns for 10 years | 65.63 | 18.11 | 362% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement