Interact to see
Advertisement
Advertisement
CSDIX vs PHRAX
CSDIX vs PHRAX Comparison
Open Charts CSDIX vs PHRAX
CSDIX vs PHRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSDIX vs. PHRAX commentary
Jun 24, 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: 9.36B 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 : 11.27 vs. PHRAX (9.84). CSDIX return over 5 years is better than : 12.02 vs. PHRAX (-11.07).
| 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 | 11.763 | 14.029 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 357M | 2,622% |
| Annual Yield % from dividends | 2.80 | 1.96 | 143% |
| Returns for 1 year | 11.27 | 9.84 | 115% |
| Returns for 3 years | 39.31 | 15.66 | 251% |
| Returns for 5 years | 12.02 | -11.07 | -109% |
| Returns for 10 years | 66.22 | -33.97 | -195% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement