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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
Sep 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 Hold and PHRAX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.6B vs. PHRAX (346M). PHRAX (1.84) and CSDIX (1.81) 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). CSDIX annual gain was more profitable for investors over the last year : 9.41 vs. PHRAX (8.43). CSDIX return over 5 years is better than : 5.44 vs. PHRAX (-15.64).
| 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 | 10.255 | 13.349 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 346M | 2,774% |
| Annual Yield % from dividends | 1.81 | 1.84 | 99% |
| Returns for 1 year | 9.41 | 8.43 | 112% |
| Returns for 3 years | 33.85 | 12.35 | 274% |
| Returns for 5 years | 5.44 | -15.64 | -35% |
| Returns for 10 years | 60.79 | -35.14 | -173% |
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