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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 25, 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 StrongBuy and PFRSX is a Buy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.61B vs. PFRSX (7.09B). 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). PFRSX (13.21) and CSDIX (12.66) have marching annual gain over last year. CSDIX return over 5 years is better than : 12.38 vs. PFRSX (11.49).
| 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 | 16.095 | 17.198 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 7.09B | 136% |
| Annual Yield % from dividends | 2.68 | 2.28 | 117% |
| Returns for 1 year | 12.66 | 13.21 | 96% |
| Returns for 3 years | 33.49 | 28.28 | 118% |
| Returns for 5 years | 12.38 | 11.49 | 108% |
| Returns for 10 years | 63.45 | N/A | - |
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