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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
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 PHRCX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.52B 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 : 10.44 vs. PHRCX (5.93). CSDIX return over 5 years is better than : 11.48 vs. PHRCX (-15.68).
| 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 | 10.429 | 10.819 | 96% |
| Front Load | N/A | N/A | - |
| 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 | 1.30 | 214% |
| Returns for 1 year | 10.44 | 5.93 | 176% |
| Returns for 3 years | 35.15 | 7.10 | 495% |
| Returns for 5 years | 11.48 | -15.68 | -73% |
| Returns for 10 years | 66.18 | -39.34 | -168% |
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