Interact to see
Advertisement
Advertisement
CSDIX vs IRSRX
CSDIX vs IRSRX Comparison
Open Charts CSDIX vs IRSRX
CSDIX vs IRSRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSDIX vs. IRSRX commentary
Aug 17, 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 StrongBuy and IRSRX is a Buy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. IRSRX (96.6M). CSDIX pays higher dividends than IRSRX: CSDIX (1.76) vs IRSRX (1.57). CSDIX was incepted earlier than IRSRX: CSDIX (28 years) vs IRSRX (21 years). IRSRX (1.79) is less costly to investors than CSDIX (0.85). IRSRX is a more actively managed with annual turnover of: 37.00 vs. CSDIX (27.00). IRSRX has a lower initial minimum investment than CSDIX: IRSRX (0) vs CSDIX (100000). CSDIX annual gain was more profitable for investors over the last year : 17.18 vs. IRSRX (2.34). CSDIX return over 5 years is better than : 11.13 vs. IRSRX (-44.18).
| CSDIX | IRSRX | CSDIX / IRSRX | |
| Total Expense Ratio | 0.85 | 1.33 | 64% |
| Annual Report Gross Expense Ratio | 0.85 | 1.79 | 47% |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | 16.095 | 19.205 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 96.6M | 10,212% |
| Annual Yield % from dividends | 1.76 | 1.57 | 112% |
| Returns for 1 year | 17.18 | 2.34 | 736% |
| Returns for 3 years | 39.58 | -1.72 | -2,306% |
| Returns for 5 years | 11.13 | -44.18 | -25% |
| Returns for 10 years | 65.18 | -42.95 | -152% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement