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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 23, 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: 9.87B vs. PHRAX (365M). PHRAX (1.79) and CSDIX (1.76) have matching dividends . CSDIX was incepted earlier than PHRAX: CSDIX (28 years) vs PHRAX (32 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 : 16.33 vs. CSDIX (14.65). CSDIX return over 5 years is better than : 10.61 vs. PHRAX (-11.20).
| 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 | 32 years | - |
| Gain YTD | 15.219 | 19.413 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 365M | 2,703% |
| Annual Yield % from dividends | 1.76 | 1.79 | 98% |
| Returns for 1 year | 14.65 | 16.33 | 90% |
| Returns for 3 years | 42.00 | 20.33 | 207% |
| Returns for 5 years | 10.61 | -11.20 | -95% |
| Returns for 10 years | 63.93 | -33.62 | -190% |
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