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CSDIX vs SAREX
CSDIX vs SAREX Comparison
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CSDIX vs SAREX Comparison Chart in %
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CSDIX vs. SAREX commentary
Sep 12, 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 SAREX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.6B vs. SAREX (119M). SAREX pays higher dividends than CSDIX: SAREX (2.14) vs CSDIX (1.81). CSDIX was incepted earlier than SAREX: CSDIX (28 years) vs SAREX (19 years). SAREX (0.86) and CSDIX (0.85) have similar cost to investors . CSDIX is a more actively managed with annual turnover of: 27.00 vs. SAREX (5.00). CSDIX (100000) and SAREX (100000) have matching initial minimum investment requirements. CSDIX annual gain was more profitable for investors over the last year : 8.47 vs. SAREX (6.90). CSDIX return over 5 years is better than : 5.83 vs. SAREX (-7.30).
| CSDIX | SAREX | CSDIX / SAREX | |
| Total Expense Ratio | 0.85 | 0.77 | 110% |
| Annual Report Gross Expense Ratio | 0.85 | 0.86 | 99% |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | 10.664 | 11.040 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 119M | 8,066% |
| Annual Yield % from dividends | 1.81 | 2.14 | 85% |
| Returns for 1 year | 8.47 | 6.90 | 123% |
| Returns for 3 years | 34.00 | 27.69 | 123% |
| Returns for 5 years | 5.83 | -7.30 | -80% |
| Returns for 10 years | 64.33 | 29.38 | 219% |
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