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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
Jun 07, 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 Buy and STMDX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.04B vs. STMDX (61.9M). CSRIX pays higher dividends than STMDX: CSRIX (2.83) vs STMDX (2.51). CSRIX was incepted earlier than STMDX: CSRIX (26 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 : 13.84 vs. STMDX (7.86). CSRIX return over 5 years is better than : 19.98 vs. STMDX (-9.46).
| CSRIX | STMDX | CSRIX / STMDX | |
| Total Expense Ratio | 0.75 | 0.89 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 0.89 | 85% |
| Fund Existence | 26 years | 46 years | - |
| Gain YTD | 14.512 | 11.967 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 61.9M | 14,607% |
| Annual Yield % from dividends | 2.83 | 2.51 | 112% |
| Returns for 1 year | 13.84 | 7.86 | 176% |
| Returns for 3 years | 37.72 | 15.59 | 242% |
| Returns for 5 years | 19.98 | -9.46 | -211% |
| Returns for 10 years | 54.48 | 22.32 | 244% |
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