CSDIX
Price
$19.73
Change
-$0.04 (-0.20%)
Updated
Aug 21 closing price
Net Assets
9.87B
KCRIX
Price
$8.98
Change
-$0.01 (-0.11%)
Updated
Aug 21 closing price
Net Assets
172.45M
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CSDIX vs KCRIX

CSDIX vs KCRIX Comparison Chart in %
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CSDIX vs. KCRIX commentary
Aug 23, 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 KCRIX is a Hold.

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FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. KCRIX (172M). CSDIX pays higher dividends than KCRIX: CSDIX (1.76) vs KCRIX (1.61). CSDIX was incepted earlier than KCRIX: CSDIX (28 years) vs KCRIX (7 years). KCRIX (1.00) is less costly to investors than CSDIX (0.85). KCRIX is a more actively managed with annual turnover of: 70.00 vs. CSDIX (27.00). KCRIX has a lower initial minimum investment than CSDIX: KCRIX (25000) vs CSDIX (100000). CSDIX (14.65) and KCRIX (14.42) have marching annual gain over last year. CSDIX return over 5 years is better than : 10.61 vs. KCRIX (-14.65).
CSDIXKCRIXCSDIX / KCRIX
Total Expense Ratio0.851.0085%
Annual Report Gross Expense Ratio0.851.0085%
Fund Existence28 years7 years-
Gain YTD15.21914.857102%
Front LoadN/AN/A-
Min. Initial Investment10000025000400%
Min. Initial Investment IRAN/AN/A-
Net Assets9.87B172M5,735%
Annual Yield % from dividends1.761.61110%
Returns for 1 year14.6514.42102%
Returns for 3 years42.0026.58158%
Returns for 5 years10.61-14.65-72%
Returns for 10 years63.93N/A-
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