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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
Aug 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. SAREX (124M). SAREX pays higher dividends than CSDIX: SAREX (2.07) vs CSDIX (1.76). 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 (14.65) and SAREX (14.41) have marching annual gain over last year. CSDIX return over 5 years is better than : 10.61 vs. SAREX (-3.74).
| 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 | 15.219 | 15.785 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 124M | 7,956% |
| Annual Yield % from dividends | 1.76 | 2.07 | 85% |
| Returns for 1 year | 14.65 | 14.41 | 102% |
| Returns for 3 years | 42.00 | 35.64 | 118% |
| Returns for 5 years | 10.61 | -3.74 | -284% |
| Returns for 10 years | 63.93 | 28.63 | 223% |
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