Interact to see
Advertisement
Advertisement
CSDIX vs PHRCX
CSDIX vs PHRCX Comparison
Open Charts CSDIX vs PHRCX
CSDIX vs PHRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSDIX vs. PHRCX 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 StrongBuy and PHRCX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.36B vs. PHRCX (357M). CSDIX pays higher dividends than PHRCX: CSDIX (2.80) vs PHRCX (1.30). CSDIX was incepted earlier than PHRCX: CSDIX (28 years) vs PHRCX (23 years). PHRCX (2.07) is less costly to investors than CSDIX (0.85). CSDIX is a more actively managed with annual turnover of: 27.00 vs. PHRCX (17.00). PHRCX has a lower initial minimum investment than CSDIX: PHRCX (2500) vs CSDIX (100000). CSDIX annual gain was more profitable for investors over the last year : 11.22 vs. PHRCX (9.21). CSDIX return over 5 years is better than : 13.82 vs. PHRCX (-12.73).
| CSDIX | PHRCX | CSDIX / PHRCX | |
| Total Expense Ratio | 0.85 | 1.99 | 43% |
| Annual Report Gross Expense Ratio | 0.85 | 2.07 | 41% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 13.213 | 15.192 | 87% |
| Front Load | N/A | N/A | - |
| 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 | 1.30 | 214% |
| Returns for 1 year | 11.22 | 9.21 | 122% |
| Returns for 3 years | 41.12 | 14.72 | 279% |
| Returns for 5 years | 13.82 | -12.73 | -109% |
| Returns for 10 years | 68.38 | -37.86 | -181% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement