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CSDIX vs PHRAX
CSDIX vs PHRAX Comparison
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CSDIX vs PHRAX Comparison Chart in %
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CSDIX vs. PHRAX commentary
Jul 14, 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 PHRAX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.61B vs. PHRAX (362M). CSDIX pays higher dividends than PHRAX: CSDIX (2.68) vs PHRAX (1.84). CSDIX was incepted earlier than PHRAX: CSDIX (28 years) vs PHRAX (31 years). PHRAX (1.35) is less costly to investors than CSDIX (0.85). CSDIX is a more actively managed with annual turnover of: 27.00 vs. PHRAX (17.00). PHRAX has a lower initial minimum investment than CSDIX: PHRAX (2500) vs CSDIX (100000). PHRAX (14.39) and CSDIX (14.15) have marching annual gain over last year. CSDIX return over 5 years is better than : 12.36 vs. PHRAX (-10.80).
| CSDIX | PHRAX | CSDIX / PHRAX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.85 | 1.35 | 63% |
| Fund Existence | 28 years | 31 years | - |
| Gain YTD | 15.102 | 17.996 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 362M | 2,654% |
| Annual Yield % from dividends | 2.68 | 1.84 | 146% |
| Returns for 1 year | 14.15 | 14.39 | 98% |
| Returns for 3 years | 32.43 | 10.57 | 307% |
| Returns for 5 years | 12.36 | -10.80 | -114% |
| Returns for 10 years | 63.87 | -35.43 | -180% |
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