CSDIX
Price
$19.75
Change
+$0.09 (+0.46%)
Updated
Aug 19 closing price
Net Assets
9.87B
SREYX
Price
$16.84
Change
+$0.13 (+0.78%)
Updated
Aug 19 closing price
Net Assets
76.86M
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CSDIX vs SREYX

CSDIX vs SREYX Comparison Chart in %
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VS
CSDIX vs. SREYX commentary
Aug 20, 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: 9.87B vs. SREYX (76.9M). SREYX (1.77) and CSDIX (1.76) 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 : 14.90 vs. SREYX (5.86). CSDIX return over 5 years is better than : 10.72 vs. SREYX (2.00).
CSDIXSREYXCSDIX / SREYX
Total Expense Ratio0.850.9094%
Annual Report Gross Expense Ratio0.850.9986%
Fund Existence28 years12 years-
Gain YTD15.33615.50099%
Front LoadN/AN/A-
Min. Initial Investment100000100000100%
Min. Initial Investment IRAN/AN/A-
Net Assets9.87B76.9M12,828%
Annual Yield % from dividends1.761.77100%
Returns for 1 year14.905.86254%
Returns for 3 years41.0330.42135%
Returns for 5 years10.722.00536%
Returns for 10 years65.03-0.25-26,139%
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