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CSDIX vs PHRCX
CSDIX vs PHRCX Comparison
Open Charts CSDIX vs PHRCX
CSDIX vs PHRCX Comparison Chart in %
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CSDIX vs. PHRCX commentary
Sep 15, 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: 9.6B vs. PHRCX (350M). CSDIX pays higher dividends than PHRCX: CSDIX (1.81) vs PHRCX (1.18). 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 : 9.01 vs. PHRCX (8.01). CSDIX return over 5 years is better than : 4.96 vs. PHRCX (-18.41).
| 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 | 10.664 | 14.288 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 350M | 2,743% |
| Annual Yield % from dividends | 1.81 | 1.18 | 154% |
| Returns for 1 year | 9.01 | 8.01 | 113% |
| Returns for 3 years | 33.14 | 10.24 | 324% |
| Returns for 5 years | 4.96 | -18.41 | -27% |
| Returns for 10 years | 62.95 | -38.42 | -164% |
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