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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
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.11B vs. STMDX (58.2M). CSRIX pays higher dividends than STMDX: CSRIX (2.76) vs STMDX (2.41). 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 : 9.66 vs. STMDX (5.51). CSRIX return over 5 years is better than : 10.81 vs. STMDX (-15.33).
| 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 | 11.224 | 10.051 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 58.2M | 15,648% |
| Annual Yield % from dividends | 2.76 | 2.41 | 114% |
| Returns for 1 year | 9.66 | 5.51 | 175% |
| Returns for 3 years | 33.81 | 14.10 | 240% |
| Returns for 5 years | 10.81 | -15.33 | -71% |
| Returns for 10 years | 44.74 | 15.59 | 287% |
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