CSDIX
Price
$18.73
Change
-$0.15 (-0.79%)
Updated
Sep 18 closing price
Net Assets
9.6B
SREYX
Price
$16.09
Change
+$0.13 (+0.81%)
Updated
Sep 21 closing price
Net Assets
74.25M
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CSDIX vs SREYX

CSDIX vs SREYX Comparison Chart in %
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CSDIX vs. SREYX commentary
Sep 22, 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 SREYX is a Hold.

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FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.6B vs. SREYX (74.2M). SREYX (1.81) and CSDIX (1.81) have matching dividends . 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 : 8.48 vs. SREYX (0.12). CSDIX return over 5 years is better than : 4.60 vs. SREYX (-3.16).
CSDIXSREYXCSDIX / SREYX
Total Expense Ratio0.850.9094%
Annual Report Gross Expense Ratio0.850.9986%
Fund Existence28 years12 years-
Gain YTD9.37910.31691%
Front LoadN/AN/A-
Min. Initial Investment100000100000100%
Min. Initial Investment IRAN/AN/A-
Net Assets9.6B74.2M12,937%
Annual Yield % from dividends1.811.81100%
Returns for 1 year8.480.127,138%
Returns for 3 years33.5727.89120%
Returns for 5 years4.60-3.16-145%
Returns for 10 years59.81-1.21-4,952%
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