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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
Sep 10, 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 Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. PFRSX (6.82B). PFRSX pays higher dividends than CSDIX: PFRSX (2.27) vs CSDIX (1.81). 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 (11.86) and PFRSX (11.84) have marching annual gain over last year. PFRSX return over 5 years is better than : 6.79 vs. CSDIX (6.28).
| 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 | 12.533 | 13.554 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 6.82B | 145% |
| Annual Yield % from dividends | 1.81 | 2.27 | 80% |
| Returns for 1 year | 11.86 | 11.84 | 100% |
| Returns for 3 years | 36.53 | 30.85 | 118% |
| Returns for 5 years | 6.28 | 6.79 | 92% |
| Returns for 10 years | 64.74 | N/A | - |
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