CSDIX
Price
$19.52
Change
+$0.25 (+1.30%)
Updated
Jun 22 closing price
Net Assets
9.36B
IARFX
Price
$18.00
Change
+$0.24 (+1.35%)
Updated
Jun 22 closing price
Net Assets
688.91M
Interact to see
Advertisement

CSDIX vs IARFX

CSDIX vs IARFX Comparison Chart in %
View a ticker or compare two or three
VS
CSDIX vs. IARFX commentary
Jun 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 IARFX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.36B vs. IARFX (689M). CSDIX pays higher dividends than IARFX: CSDIX (2.80) vs IARFX (1.88). CSDIX was incepted earlier than IARFX: CSDIX (28 years) vs IARFX (14 years). IARFX (0.95) is less costly to investors than CSDIX (0.85). IARFX is a more actively managed with annual turnover of: 63.00 vs. CSDIX (27.00). CSDIX has a lower initial minimum investment than IARFX: CSDIX (100000) vs IARFX (1000000). CSDIX annual gain was more profitable for investors over the last year : 11.27 vs. IARFX (6.62). CSDIX return over 5 years is better than : 12.02 vs. IARFX (-10.93).
CSDIXIARFXCSDIX / IARFX
Total Expense Ratio0.850.9589%
Annual Report Gross Expense Ratio0.850.9589%
Fund Existence28 years14 years-
Gain YTD11.76312.97391%
Front LoadN/AN/A-
Min. Initial Investment100000100000010%
Min. Initial Investment IRAN/AN/A-
Net Assets9.36B689M1,358%
Annual Yield % from dividends2.801.88149%
Returns for 1 year11.276.62170%
Returns for 3 years39.3120.40193%
Returns for 5 years12.02-10.93-110%
Returns for 10 years66.22-10.13-654%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VGENX55.62N/A
N/A
Vanguard Energy Opportunities Inv
RYHIX136.64N/A
N/A
Rydex Health Care Inv
OILGX26.44N/A
N/A
Optimum Large Cap Growth Instl
IHSRX28.88N/A
N/A
Hartford Small Company R3
FIFNX28.24N/A
N/A
Fidelity Founders