CSDIX
Price
$19.51
Change
-$0.24 (-1.22%)
Updated
Jul 8 closing price
Net Assets
9.36B
STMOX
Price
$37.38
Change
-$0.50 (-1.32%)
Updated
Jul 8 closing price
Net Assets
63.22M
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CSDIX vs STMOX

CSDIX vs STMOX Comparison Chart in %
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CSDIX vs. STMOX commentary
Jul 09, 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.

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FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.36B vs. STMOX (63.2M). CSDIX pays higher dividends than STMOX: CSDIX (2.68) vs STMOX (1.39). 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 : 13.44 vs. STMOX (9.64). CSDIX return over 5 years is better than : 11.44 vs. STMOX (-14.77).
CSDIXSTMOXCSDIX / STMOX
Total Expense Ratio0.851.8945%
Annual Report Gross Expense Ratio0.851.8945%
Fund Existence28 years11 years-
Gain YTD13.93414.79694%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets9.36B63.2M14,809%
Annual Yield % from dividends2.681.39193%
Returns for 1 year13.449.64139%
Returns for 3 years34.4812.42277%
Returns for 5 years11.44-14.77-77%
Returns for 10 years62.414.421,412%
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