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CSDIX vs IRSRX
CSDIX vs IRSRX Comparison
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CSDIX vs IRSRX Comparison Chart in %
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CSDIX vs. IRSRX commentary
Jun 15, 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 Buy and IRSRX is a Buy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.36B vs. IRSRX (92.7M). CSDIX pays higher dividends than IRSRX: CSDIX (2.80) vs IRSRX (1.76). CSDIX was incepted earlier than IRSRX: CSDIX (28 years) vs IRSRX (20 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 : 14.30 vs. IRSRX (-1.25). CSDIX return over 5 years is better than : 13.16 vs. IRSRX (-44.10).
| 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 | 20 years | - |
| Gain YTD | 15.127 | 16.337 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 92.7M | 10,096% |
| Annual Yield % from dividends | 2.80 | 1.76 | 159% |
| Returns for 1 year | 14.30 | -1.25 | -1,143% |
| Returns for 3 years | 38.38 | -4.63 | -829% |
| Returns for 5 years | 13.16 | -44.10 | -30% |
| Returns for 10 years | 73.47 | -40.90 | -180% |
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