Interact to see
Advertisement
Advertisement
CSDIX vs FSERX
CSDIX vs FSERX Comparison
Open Charts CSDIX vs FSERX
CSDIX vs FSERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSDIX vs. FSERX commentary
Jun 03, 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 FSERX is a Buy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.52B vs. FSERX (232M). CSDIX pays higher dividends than FSERX: CSDIX (2.80) vs FSERX (1.76). CSDIX was incepted earlier than FSERX: CSDIX (28 years) vs FSERX (13 years). CSDIX (0.85) is less costly to investors than FSERX (0.75). FSERX (28.21) and CSDIX (27.00) have comparable annual turnover. CSDIX has a lower initial minimum investment than FSERX: CSDIX (100000) vs FSERX (1000000). CSDIX annual gain was more profitable for investors over the last year : 10.44 vs. FSERX (3.64). CSDIX return over 5 years is better than : 11.48 vs. FSERX (-9.90).
| CSDIX | FSERX | CSDIX / FSERX | |
| Total Expense Ratio | 0.85 | 0.66 | 129% |
| Annual Report Gross Expense Ratio | 0.85 | 0.75 | 113% |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 10.429 | 9.292 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 232M | 4,105% |
| Annual Yield % from dividends | 2.80 | 1.76 | 159% |
| Returns for 1 year | 10.44 | 3.64 | 286% |
| Returns for 3 years | 35.15 | 7.95 | 442% |
| Returns for 5 years | 11.48 | -9.90 | -116% |
| Returns for 10 years | 66.18 | -7.73 | -856% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement