CSDIX
Price
$19.90
Change
-$0.14 (-0.70%)
Updated
Jul 31 closing price
Net Assets
9.61B
SAREX
Price
$12.84
Change
-$0.07 (-0.54%)
Updated
Jul 31 closing price
Net Assets
126.53M
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CSDIX vs SAREX

CSDIX vs SAREX Comparison Chart in %
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CSDIX vs. SAREX commentary
Aug 03, 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.

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FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.61B vs. SAREX (127M). CSDIX pays higher dividends than SAREX: CSDIX (2.61) vs SAREX (2.07). 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 (17.31) and CSDIX (16.76) have marching annual gain over last year. CSDIX return over 5 years is better than : 12.22 vs. SAREX (-2.27).
CSDIXSAREXCSDIX / SAREX
Total Expense Ratio0.850.77110%
Annual Report Gross Expense Ratio0.850.8699%
Fund Existence28 years19 years-
Gain YTD16.21217.15395%
Front LoadN/AN/A-
Min. Initial Investment100000100000100%
Min. Initial Investment IRAN/AN/A-
Net Assets9.61B127M7,566%
Annual Yield % from dividends2.612.07126%
Returns for 1 year16.7617.3197%
Returns for 3 years34.7828.96120%
Returns for 5 years12.22-2.27-539%
Returns for 10 years62.9127.45229%
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