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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
Jun 14, 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 Buy and PHRIX is a Buy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.36B vs. PHRIX (361M). CSDIX pays higher dividends than PHRIX: CSDIX (2.80) vs PHRIX (2.20). CSDIX was incepted earlier than PHRIX: CSDIX (28 years) vs PHRIX (19 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. CSDIX annual gain was more profitable for investors over the last year : 14.30 vs. PHRIX (11.81). CSDIX return over 5 years is better than : 13.16 vs. PHRIX (-9.86).
| 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 | 19 years | - |
| Gain YTD | 15.127 | 16.933 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 361M | 2,593% |
| Annual Yield % from dividends | 2.80 | 2.20 | 127% |
| Returns for 1 year | 14.30 | 11.81 | 121% |
| Returns for 3 years | 38.38 | 14.77 | 260% |
| Returns for 5 years | 13.16 | -9.86 | -134% |
| Returns for 10 years | 73.47 | -29.59 | -248% |
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