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CSDIX vs STMOX
CSDIX vs STMOX Comparison
Open Charts CSDIX vs STMOX
CSDIX vs STMOX Comparison Chart in %
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CSDIX vs. STMOX 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 STMOX is a Buy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. STMOX (61M). CSDIX pays higher dividends than STMOX: CSDIX (1.76) vs STMOX (1.35). CSDIX was incepted earlier than STMOX: CSDIX (28 years) vs STMOX (11 years). STMOX (1.89) is less costly to investors than CSDIX (0.85). CSDIX is a more actively managed with annual turnover of: 27.00 vs. STMOX (7.62). STMOX has a lower initial minimum investment than CSDIX: STMOX (1000) vs CSDIX (100000). CSDIX annual gain was more profitable for investors over the last year : 14.65 vs. STMOX (9.80). CSDIX return over 5 years is better than : 10.61 vs. STMOX (-16.32).
| CSDIX | STMOX | CSDIX / STMOX | |
| Total Expense Ratio | 0.85 | 1.89 | 45% |
| Annual Report Gross Expense Ratio | 0.85 | 1.89 | 45% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 15.219 | 14.280 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 61M | 16,172% |
| Annual Yield % from dividends | 1.76 | 1.35 | 130% |
| Returns for 1 year | 14.65 | 9.80 | 149% |
| Returns for 3 years | 42.00 | 17.33 | 242% |
| Returns for 5 years | 10.61 | -16.32 | -65% |
| Returns for 10 years | 63.93 | 6.02 | 1,061% |
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