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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
Jun 24, 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: 9.36B vs. SAREX (126M). CSDIX pays higher dividends than SAREX: CSDIX (2.80) vs SAREX (2.15). 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. SAREX annual gain was more profitable for investors over the last year : 11.93 vs. CSDIX (11.27). CSDIX return over 5 years is better than : 12.02 vs. SAREX (-1.43).
| 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 | 11.763 | 13.777 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 126M | 7,428% |
| Annual Yield % from dividends | 2.80 | 2.15 | 130% |
| Returns for 1 year | 11.27 | 11.93 | 94% |
| Returns for 3 years | 39.31 | 33.95 | 116% |
| Returns for 5 years | 12.02 | -1.43 | -840% |
| Returns for 10 years | 66.22 | 33.14 | 200% |
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