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CSRIX vs STMDX
CSRIX vs STMDX Comparison
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CSRIX vs STMDX Comparison Chart in %
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CSRIX 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 CSRIX is a Hold and STMDX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. STMDX (61M). CSRIX pays higher dividends than STMDX: CSRIX (2.68) vs STMDX (2.34). CSRIX was incepted earlier than STMDX: CSRIX (27 years) vs STMDX (46 years). STMDX (0.89) is less costly to investors than CSRIX (0.76). CSRIX is a more actively managed with annual turnover of: 33.00 vs. STMDX (7.62). CSRIX (1000000) and STMDX (1000000) have matching initial minimum investment requirements. CSRIX annual gain was more profitable for investors over the last year : 15.19 vs. STMDX (10.97). CSRIX return over 5 years is better than : 15.94 vs. STMDX (-11.71).
| CSRIX | STMDX | CSRIX / STMDX | |
| Total Expense Ratio | 0.75 | 0.89 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 0.89 | 85% |
| Fund Existence | 27 years | 46 years | - |
| Gain YTD | 16.077 | 15.000 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 61M | 15,136% |
| Annual Yield % from dividends | 2.68 | 2.34 | 115% |
| Returns for 1 year | 15.19 | 10.97 | 139% |
| Returns for 3 years | 41.42 | 21.18 | 196% |
| Returns for 5 years | 15.94 | -11.71 | -136% |
| Returns for 10 years | 47.19 | 17.83 | 265% |
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