CSDIX
Price
$19.10
Change
+$0.15 (+0.79%)
Updated
Sep 11 closing price
Net Assets
9.6B
STMMX
Price
$37.05
Change
+$0.21 (+0.57%)
Updated
Sep 11 closing price
Net Assets
58.43M
Interact to see
Advertisement

CSDIX vs STMMX

CSDIX vs STMMX Comparison Chart in %
View a ticker or compare two or three
VS
CSDIX vs. STMMX commentary
Sep 12, 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 STMMX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.6B vs. STMMX (58.4M). STMMX pays higher dividends than CSDIX: STMMX (2.25) vs CSDIX (1.81). CSDIX was incepted earlier than STMMX: CSDIX (28 years) vs STMMX (11 years). STMMX (1.14) is less costly to investors than CSDIX (0.85). CSDIX is a more actively managed with annual turnover of: 27.00 vs. STMMX (7.62). STMMX has a lower initial minimum investment than CSDIX: STMMX (1000) vs CSDIX (100000). CSDIX annual gain was more profitable for investors over the last year : 8.47 vs. STMMX (4.41). CSDIX return over 5 years is better than : 5.83 vs. STMMX (-15.81).
CSDIXSTMMXCSDIX / STMMX
Total Expense Ratio0.851.1475%
Annual Report Gross Expense Ratio0.851.1475%
Fund Existence28 years11 years-
Gain YTD10.66410.82798%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets9.6B58.4M16,437%
Annual Yield % from dividends1.812.2580%
Returns for 1 year8.474.41192%
Returns for 3 years34.0013.93244%
Returns for 5 years5.83-15.81-37%
Returns for 10 years64.3315.53414%
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 %
VVILX29.800.24
+0.81%
Vulcan Value Partners Institutional
FBCVX31.630.21
+0.68%
Fidelity Blue Chip Value
NLSIX20.620.08
+0.39%
Neuberger Long Short Instl
BOYAX36.63N/A
N/A
Boyar Value
QCELX24.54N/A
N/A
AQR Large Cap Multi-Style I