CSDIX
Price
$19.52
Change
+$0.25 (+1.30%)
Updated
Jun 22 closing price
Net Assets
9.36B
SREYX
Price
$16.48
Change
+$0.19 (+1.17%)
Updated
Jun 22 closing price
Net Assets
79.43M
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CSDIX vs SREYX

CSDIX vs SREYX Comparison Chart in %
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CSDIX vs. SREYX commentary
Jun 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 SREYX is a Hold.

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FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.36B vs. SREYX (79.4M). CSDIX pays higher dividends than SREYX: CSDIX (2.80) vs SREYX (2.21). CSDIX was incepted earlier than SREYX: CSDIX (28 years) vs SREYX (11 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 : 11.27 vs. SREYX (3.21). CSDIX return over 5 years is better than : 12.02 vs. SREYX (2.98).
CSDIXSREYXCSDIX / SREYX
Total Expense Ratio0.850.9094%
Annual Report Gross Expense Ratio0.850.9986%
Fund Existence28 years11 years-
Gain YTD11.76312.26096%
Front LoadN/AN/A-
Min. Initial Investment100000100000100%
Min. Initial Investment IRAN/AN/A-
Net Assets9.36B79.4M11,787%
Annual Yield % from dividends2.802.21127%
Returns for 1 year11.273.21351%
Returns for 3 years39.3129.95131%
Returns for 5 years12.022.98403%
Returns for 10 years66.221.414,683%
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