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CSDIX vs PFRSX
CSDIX vs PFRSX Comparison
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CSDIX vs PFRSX Comparison Chart in %
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CSDIX vs. PFRSX 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 PFRSX is a Buy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.36B vs. PFRSX (7.01B). CSDIX pays higher dividends than PFRSX: CSDIX (2.68) vs PFRSX (2.28). CSDIX was incepted earlier than PFRSX: CSDIX (28 years) vs PFRSX (10 years). CSDIX (0.85) and PFRSX (0.81) have similar cost to investors . CSDIX is a more actively managed with annual turnover of: 27.00 vs. PFRSX (18.50). PFRSX has a lower initial minimum investment than CSDIX: PFRSX (0) vs CSDIX (100000). CSDIX (13.59) and PFRSX (13.27) have marching annual gain over last year. CSDIX (15.09) and PFRSX (14.62) have equivalent 5 years return.
| CSDIX | PFRSX | CSDIX / PFRSX | |
| Total Expense Ratio | 0.85 | 0.81 | 105% |
| Annual Report Gross Expense Ratio | 0.85 | 0.81 | 105% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 14.986 | 15.486 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 7.01B | 134% |
| Annual Yield % from dividends | 2.68 | 2.28 | 117% |
| Returns for 1 year | 13.59 | 13.27 | 102% |
| Returns for 3 years | 34.78 | 29.37 | 118% |
| Returns for 5 years | 15.09 | 14.62 | 103% |
| Returns for 10 years | 66.09 | N/A | - |
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