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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
Aug 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 StrongBuy and PHRIX is a Buy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. PHRIX (361M). PHRIX pays higher dividends than CSDIX: PHRIX (2.02) vs CSDIX (1.76). 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 (16.08) and CSDIX (15.84) have marching annual gain over last year. CSDIX return over 5 years is better than : 10.74 vs. PHRIX (-11.46).
| 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 | 15.686 | 18.236 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 361M | 2,733% |
| Annual Yield % from dividends | 1.76 | 2.02 | 87% |
| Returns for 1 year | 15.84 | 16.08 | 99% |
| Returns for 3 years | 37.76 | 16.44 | 230% |
| Returns for 5 years | 10.74 | -11.46 | -94% |
| Returns for 10 years | 62.87 | -33.59 | -187% |
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