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CSDIX vs IRSAX
CSDIX vs IRSAX Comparison
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CSDIX vs IRSAX Comparison Chart in %
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CSDIX vs. IRSAX commentary
Jun 04, 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 IRSAX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.52B vs. IRSAX (88.9M). CSDIX pays higher dividends than IRSAX: CSDIX (2.80) vs IRSAX (1.88). CSDIX was incepted earlier than IRSAX: CSDIX (28 years) vs IRSAX (27 years). IRSAX (1.54) is less costly to investors than CSDIX (0.85). IRSAX is a more actively managed with annual turnover of: 45.00 vs. CSDIX (27.00). IRSAX has a lower initial minimum investment than CSDIX: IRSAX (1000) vs CSDIX (100000). CSDIX annual gain was more profitable for investors over the last year : 10.44 vs. IRSAX (-4.41). CSDIX return over 5 years is better than : 11.48 vs. IRSAX (-44.02).
| CSDIX | IRSAX | CSDIX / IRSAX | |
| Total Expense Ratio | 0.85 | 1.08 | 79% |
| Annual Report Gross Expense Ratio | 0.85 | 1.54 | 55% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 10.429 | 11.471 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 88.9M | 10,712% |
| Annual Yield % from dividends | 2.80 | 1.88 | 149% |
| Returns for 1 year | 10.44 | -4.41 | -237% |
| Returns for 3 years | 35.15 | -6.46 | -544% |
| Returns for 5 years | 11.48 | -44.02 | -26% |
| Returns for 10 years | 66.18 | -42.05 | -157% |
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