CSDIX
Price
$19.69
Change
+$0.21 (+1.08%)
Updated
Jul 2 closing price
Net Assets
9.36B
IRSRX
Price
$14.91
Change
+$0.17 (+1.15%)
Updated
Jul 2 closing price
Net Assets
94.78M
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CSDIX vs IRSRX

CSDIX vs IRSRX Comparison Chart in %
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CSDIX vs. IRSRX commentary
Jul 05, 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 IRSRX is a Buy.

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FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.36B vs. IRSRX (94.8M). CSDIX pays higher dividends than IRSRX: CSDIX (2.68) vs IRSRX (1.60). 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: 45.00 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 : 13.59 vs. IRSRX (2.06). CSDIX return over 5 years is better than : 15.09 vs. IRSRX (-42.00).
CSDIXIRSRXCSDIX / IRSRX
Total Expense Ratio0.851.3364%
Annual Report Gross Expense Ratio0.851.7947%
Fund Existence28 years21 years-
Gain YTD14.98618.72780%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.36B94.8M9,872%
Annual Yield % from dividends2.681.60168%
Returns for 1 year13.592.06659%
Returns for 3 years34.78-4.74-733%
Returns for 5 years15.09-42.00-36%
Returns for 10 years66.09-43.23-153%
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