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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
Jun 04, 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: 9.52B vs. PHRAX (357M). CSDIX pays higher dividends than PHRAX: CSDIX (2.80) vs PHRAX (1.96). 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). CSDIX annual gain was more profitable for investors over the last year : 10.44 vs. PHRAX (6.75). CSDIX return over 5 years is better than : 11.48 vs. PHRAX (-12.55).
| 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 | 10.429 | 11.182 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 357M | 2,668% |
| Annual Yield % from dividends | 2.80 | 1.96 | 143% |
| Returns for 1 year | 10.44 | 6.75 | 155% |
| Returns for 3 years | 35.15 | 9.47 | 371% |
| Returns for 5 years | 11.48 | -12.55 | -91% |
| Returns for 10 years | 66.18 | -34.66 | -191% |
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