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CSDIX vs PHRIX
CSDIX vs PHRIX Comparison
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CSDIX vs PHRIX Comparison Chart in %
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CSDIX vs. PHRIX commentary
Jul 25, 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 PHRIX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.61B vs. PHRIX (372M). CSDIX pays higher dividends than PHRIX: CSDIX (2.68) vs PHRIX (2.08). CSDIX was incepted earlier than PHRIX: CSDIX (28 years) vs PHRIX (20 years). PHRIX (1.09) is less costly to investors than CSDIX (0.85). CSDIX is a more actively managed with annual turnover of: 27.00 vs. PHRIX (17.00). CSDIX (100000) and PHRIX (100000) have matching initial minimum investment requirements. PHRIX annual gain was more profitable for investors over the last year : 16.36 vs. CSDIX (12.66). CSDIX return over 5 years is better than : 12.38 vs. PHRIX (-8.30).
| CSDIX | PHRIX | CSDIX / PHRIX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.85 | 1.09 | 78% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 16.095 | 21.316 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 372M | 2,583% |
| Annual Yield % from dividends | 2.68 | 2.08 | 129% |
| Returns for 1 year | 12.66 | 16.36 | 77% |
| Returns for 3 years | 33.49 | 14.20 | 236% |
| Returns for 5 years | 12.38 | -8.30 | -149% |
| Returns for 10 years | 63.45 | -32.74 | -194% |
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