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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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published Highlights
Market Cap
The average market capitalization across the group is 5.11B. The market cap for tickers in the group ranges from 354.53M to 9.87B. CSDIX holds the highest valuation in this group at 9.87B. The lowest valued company is PHRIX at 354.53M.
High and low price notable news
The average weekly price growth across all stocks in the group was -2%. For the same group, the average monthly price growth was -3%, and the average quarterly price growth was 6%. CSDIX experienced the highest price growth at -1%, while PHRIX experienced the biggest fall at -2%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
CSDIX vs. PHRIX commentary
Sep 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 PHRIX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. PHRIX (355M). PHRIX pays higher dividends than CSDIX: PHRIX (2.08) vs CSDIX (1.81). 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. CSDIX annual gain was more profitable for investors over the last year : 13.62 vs. PHRIX (12.74). CSDIX return over 5 years is better than : 4.45 vs. PHRIX (-16.36).
| 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 | 13.409 | 16.410 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 355M | 2,779% |
| Annual Yield % from dividends | 1.81 | 2.08 | 87% |
| Returns for 1 year | 13.62 | 12.74 | 107% |
| Returns for 3 years | 35.48 | 14.77 | 240% |
| Returns for 5 years | 4.45 | -16.36 | -27% |
| Returns for 10 years | 60.06 | -34.39 | -175% |
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