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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
Aug 03, 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 (367M). CSDIX pays higher dividends than PHRAX: CSDIX (2.61) vs PHRAX (1.79). 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 annual gain was more profitable for investors over the last year : 18.08 vs. CSDIX (16.76). CSDIX return over 5 years is better than : 12.22 vs. PHRAX (-10.56).
| 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 | 16.212 | 20.093 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 367M | 2,618% |
| Annual Yield % from dividends | 2.61 | 1.79 | 146% |
| Returns for 1 year | 16.76 | 18.08 | 93% |
| Returns for 3 years | 34.78 | 14.14 | 246% |
| Returns for 5 years | 12.22 | -10.56 | -116% |
| Returns for 10 years | 62.91 | -34.90 | -180% |
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