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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
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. PFRSX (7.04B). PFRSX pays higher dividends than CSDIX: PFRSX (2.23) vs CSDIX (1.76). 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 (16.75) and CSDIX (16.51) have marching annual gain over last year. PFRSX (12.45) and CSDIX (12.44) 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 | 16.095 | 16.798 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 7.04B | 140% |
| Annual Yield % from dividends | 1.76 | 2.23 | 79% |
| Returns for 1 year | 16.51 | 16.75 | 99% |
| Returns for 3 years | 41.96 | 36.71 | 114% |
| Returns for 5 years | 12.44 | 12.45 | 100% |
| Returns for 10 years | 66.11 | N/A | - |
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