CSDIX
Price
$19.90
Change
-$0.14 (-0.70%)
Updated
Jul 31 closing price
Net Assets
9.61B
IRSEX
Price
$15.64
Change
-$0.08 (-0.51%)
Updated
Jul 31 closing price
Net Assets
96.16M
Interact to see
Advertisement

CSDIX vs IRSEX

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

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.61B vs. IRSEX (96.2M). CSDIX pays higher dividends than IRSEX: CSDIX (2.61) vs IRSEX (1.92). CSDIX was incepted earlier than IRSEX: CSDIX (28 years) vs IRSEX (12 years). IRSEX (1.14) is less costly to investors than CSDIX (0.85). IRSEX is a more actively managed with annual turnover of: 37.00 vs. CSDIX (27.00). IRSEX has a lower initial minimum investment than CSDIX: IRSEX (0) vs CSDIX (100000). CSDIX annual gain was more profitable for investors over the last year : 16.76 vs. IRSEX (4.64). CSDIX return over 5 years is better than : 12.22 vs. IRSEX (-41.23).
CSDIXIRSEXCSDIX / IRSEX
Total Expense Ratio0.850.68125%
Annual Report Gross Expense Ratio0.851.1475%
Fund Existence28 years12 years-
Gain YTD16.21219.84682%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.61B96.2M9,989%
Annual Yield % from dividends2.611.92136%
Returns for 1 year16.764.64362%
Returns for 3 years34.78-2.16-1,613%
Returns for 5 years12.22-41.23-30%
Returns for 10 years62.91-38.90-162%
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 %
MGQAX12.660.18
+1.44%
Morgan Stanley Inst Global Stars A
NLCCX29.390.34
+1.17%
Voya Large-Cap Growth C
FVRMX26.610.02
+0.08%
Franklin Mutual Small-Mid Cap Val Adv
DSCGX33.890.02
+0.06%
DFA US Small Cap Growth Instl
FCDTX46.21-0.04
-0.09%
Fidelity Advisor Stock Selector Sm Cp M