CSDIX
Price
$20.38
Change
+$0.50 (+2.52%)
Updated
Jul 24 closing price
Net Assets
9.61B
SREYX
Price
$17.38
Change
+$0.39 (+2.30%)
Updated
Jul 24 closing price
Net Assets
80.11M
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CSDIX vs SREYX

CSDIX vs SREYX Comparison Chart in %
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CSDIX vs. SREYX commentary
Jul 27, 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 SREYX is a Hold.

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FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.61B vs. SREYX (80.1M). CSDIX pays higher dividends than SREYX: CSDIX (2.68) vs SREYX (2.12). CSDIX was incepted earlier than SREYX: CSDIX (28 years) vs SREYX (12 years). SREYX (0.99) is less costly to investors than CSDIX (0.85). SREYX is a more actively managed with annual turnover of: 72.00 vs. CSDIX (27.00). CSDIX (100000) and SREYX (100000) have matching initial minimum investment requirements. CSDIX annual gain was more profitable for investors over the last year : 15.50 vs. SREYX (8.10). CSDIX return over 5 years is better than : 15.21 vs. SREYX (6.09).
CSDIXSREYXCSDIX / SREYX
Total Expense Ratio0.850.9094%
Annual Report Gross Expense Ratio0.850.9986%
Fund Existence28 years12 years-
Gain YTD19.01520.13194%
Front LoadN/AN/A-
Min. Initial Investment100000100000100%
Min. Initial Investment IRAN/AN/A-
Net Assets9.61B80.1M11,996%
Annual Yield % from dividends2.682.12127%
Returns for 1 year15.508.10191%
Returns for 3 years36.8427.09136%
Returns for 5 years15.216.09250%
Returns for 10 years67.561.046,496%
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