Interact to see
Advertisement
Advertisement
CSDIX vs STMDX
CSDIX vs STMDX Comparison
Open Charts CSDIX vs STMDX
CSDIX vs STMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSDIX vs. STMDX commentary
Aug 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 STMDX is a Buy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. STMDX (61M). STMDX pays higher dividends than CSDIX: STMDX (2.34) vs CSDIX (1.76). CSDIX was incepted earlier than STMDX: CSDIX (28 years) vs STMDX (46 years). STMDX (0.89) and CSDIX (0.85) have similar cost to investors . CSDIX is a more actively managed with annual turnover of: 27.00 vs. STMDX (7.62). CSDIX has a lower initial minimum investment than STMDX: CSDIX (100000) vs STMDX (1000000). CSDIX annual gain was more profitable for investors over the last year : 14.65 vs. STMDX (10.97). CSDIX return over 5 years is better than : 10.61 vs. STMDX (-11.71).
| CSDIX | STMDX | CSDIX / STMDX | |
| Total Expense Ratio | 0.85 | 0.89 | 96% |
| Annual Report Gross Expense Ratio | 0.85 | 0.89 | 96% |
| Fund Existence | 28 years | 46 years | - |
| Gain YTD | 15.219 | 15.000 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 61M | 16,172% |
| Annual Yield % from dividends | 1.76 | 2.34 | 75% |
| Returns for 1 year | 14.65 | 10.97 | 134% |
| Returns for 3 years | 42.00 | 21.18 | 198% |
| Returns for 5 years | 10.61 | -11.71 | -91% |
| Returns for 10 years | 63.93 | 17.83 | 359% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GGDPX | 18.83 | 0.19 | +1.02% |
| Goldman Sachs Intl Sm Cp Insghts P | |||
| STMPX | 27.99 | 0.26 | +0.94% |
| SEI Tax-Managed Small/Mid Cap Y(SIMT) | |||
| RGGKX | 40.91 | 0.27 | +0.66% |
| Victory RS Global R | |||
| TRIFX | 5.02 | 0.03 | +0.60% |
| Catalyst/SMH Total Return Income A | |||
| FREEX | 18.29 | -0.03 | -0.16% |
| Franklin Real Estate Securities A | |||