CSDIX
Price
$19.71
Change
+$0.08 (+0.41%)
Updated
Jul 13 closing price
Net Assets
9.61B
SAREX
Price
$12.73
Change
+$0.08 (+0.63%)
Updated
Jul 13 closing price
Net Assets
125.57M
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CSDIX vs SAREX

CSDIX vs SAREX Comparison Chart in %
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VS
CSDIX vs. SAREX commentary
Jul 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 StrongBuy and SAREX is a Buy.

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FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.61B vs. SAREX (126M). CSDIX pays higher dividends than SAREX: CSDIX (2.68) vs SAREX (2.12). 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 : 14.15 vs. SAREX (13.45). CSDIX return over 5 years is better than : 12.36 vs. SAREX (-3.05).
CSDIXSAREXCSDIX / SAREX
Total Expense Ratio0.850.77110%
Annual Report Gross Expense Ratio0.850.8699%
Fund Existence28 years19 years-
Gain YTD15.10215.42098%
Front LoadN/AN/A-
Min. Initial Investment100000100000100%
Min. Initial Investment IRAN/AN/A-
Net Assets9.61B126M7,626%
Annual Yield % from dividends2.682.12127%
Returns for 1 year14.1513.45105%
Returns for 3 years32.4325.54127%
Returns for 5 years12.36-3.05-406%
Returns for 10 years63.8727.09236%
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