CSDIX
Price
$19.90
Change
-$0.14 (-0.70%)
Updated
Jul 31 closing price
Net Assets
9.61B
KCRIX
Price
$9.06
Change
-$0.06 (-0.66%)
Updated
Jul 31 closing price
Net Assets
172.2M
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CSDIX vs KCRIX

CSDIX vs KCRIX Comparison Chart in %
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CSDIX vs. KCRIX commentary
Aug 03, 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: 9.61B vs. KCRIX (172M). CSDIX pays higher dividends than KCRIX: CSDIX (2.61) 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 (16.76) and KCRIX (16.75) have marching annual gain over last year. CSDIX return over 5 years is better than : 12.22 vs. KCRIX (-15.12).
CSDIXKCRIXCSDIX / KCRIX
Total Expense Ratio0.851.0085%
Annual Report Gross Expense Ratio0.851.0085%
Fund Existence28 years7 years-
Gain YTD16.21215.880102%
Front LoadN/AN/A-
Min. Initial Investment10000025000400%
Min. Initial Investment IRAN/AN/A-
Net Assets9.61B172M5,587%
Annual Yield % from dividends2.611.61162%
Returns for 1 year16.7616.75100%
Returns for 3 years34.7820.88167%
Returns for 5 years12.22-15.12-81%
Returns for 10 years62.91N/A-
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