CSDIX
Price
$19.10
Change
+$0.15 (+0.79%)
Updated
Sep 11 closing price
Net Assets
9.6B
IRSEX
Price
$14.97
Change
+$0.06 (+0.40%)
Updated
Sep 11 closing price
Net Assets
92.78M
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CSDIX vs IRSEX

CSDIX vs IRSEX Comparison Chart in %
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CSDIX vs. IRSEX commentary
Sep 12, 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.

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FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.6B vs. IRSEX (92.8M). IRSEX pays higher dividends than CSDIX: IRSEX (1.96) vs CSDIX (1.81). CSDIX was incepted earlier than IRSEX: CSDIX (28 years) vs IRSEX (12 years). IRSEX (1.32) 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 : 8.47 vs. IRSEX (-5.24). CSDIX return over 5 years is better than : 5.83 vs. IRSEX (-43.58).
CSDIXIRSEXCSDIX / IRSEX
Total Expense Ratio0.850.68125%
Annual Report Gross Expense Ratio0.851.3264%
Fund Existence28 years12 years-
Gain YTD10.66414.71272%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.6B92.8M10,344%
Annual Yield % from dividends1.811.9692%
Returns for 1 year8.47-5.24-162%
Returns for 3 years34.00-2.99-1,139%
Returns for 5 years5.83-43.58-13%
Returns for 10 years64.33-37.18-173%
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