CSDIX
Price
$19.53
Change
+$0.02 (+0.10%)
Updated
Jul 9 closing price
Net Assets
9.61B
STMDX
Price
$38.01
Change
+$0.05 (+0.13%)
Updated
Jul 9 closing price
Net Assets
62.37M
Interact to see
Advertisement

CSDIX vs STMDX

CSDIX vs STMDX Comparison Chart in %
View a ticker or compare two or three
VS
CSDIX vs. STMDX commentary
Jul 10, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.61B vs. STMDX (62.4M). CSDIX pays higher dividends than STMDX: CSDIX (2.68) vs STMDX (2.40). 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 : 13.43 vs. STMDX (9.37). CSDIX return over 5 years is better than : 11.55 vs. STMDX (-11.25).
CSDIXSTMDXCSDIX / STMDX
Total Expense Ratio0.850.8996%
Annual Report Gross Expense Ratio0.850.8996%
Fund Existence28 years46 years-
Gain YTD14.05113.860101%
Front LoadN/AN/A-
Min. Initial Investment100000100000010%
Min. Initial Investment IRAN/AN/A-
Net Assets9.61B62.4M15,399%
Annual Yield % from dividends2.682.40111%
Returns for 1 year13.439.37143%
Returns for 3 years34.3614.24241%
Returns for 5 years11.55-11.25-103%
Returns for 10 years61.5713.89443%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MUTHX27.33N/A
N/A
Franklin Mutual Shares Z
QCENX23.76N/A
N/A
AQR Large Cap Multi-Style N
TFSCX11.08N/A
N/A
Templeton Ins Foreign Smaller Co Ser Adv
WBGSX7.06N/A
N/A
William Blair Growth N
IHSSX33.05N/A
N/A
Hartford Small Company R4