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CSDIX vs PHRCX
CSDIX vs PHRCX Comparison
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CSDIX vs PHRCX Comparison Chart in %
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CSDIX vs. PHRCX commentary
Jul 21, 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 PHRCX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.61B vs. PHRCX (373M). CSDIX pays higher dividends than PHRCX: CSDIX (2.68) vs PHRCX (1.17). 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). PHRCX annual gain was more profitable for investors over the last year : 16.68 vs. CSDIX (14.93). CSDIX return over 5 years is better than : 13.28 vs. PHRCX (-12.01).
| 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 | 16.738 | 21.124 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 373M | 2,576% |
| Annual Yield % from dividends | 2.68 | 1.17 | 228% |
| Returns for 1 year | 14.93 | 16.68 | 90% |
| Returns for 3 years | 34.14 | 11.11 | 307% |
| Returns for 5 years | 13.28 | -12.01 | -111% |
| Returns for 10 years | 63.44 | -39.10 | -162% |
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