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CSDIX vs HLPPX
CSDIX vs HLPPX Comparison
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CSDIX vs HLPPX Comparison Chart in %
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CSDIX vs. HLPPX 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 HLPPX is a Buy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. HLPPX (29.4M). HLPPX pays higher dividends than CSDIX: HLPPX (4.53) vs CSDIX (1.76). CSDIX was incepted earlier than HLPPX: CSDIX (28 years) vs HLPPX (17 years). HLPPX (3.58) is less costly to investors than CSDIX (0.85). HLPPX is a more actively managed with annual turnover of: 85.95 vs. CSDIX (27.00). HLPPX has a lower initial minimum investment than CSDIX: HLPPX (2500) vs CSDIX (100000). CSDIX annual gain was more profitable for investors over the last year : 14.65 vs. HLPPX (7.02). CSDIX return over 5 years is better than : 10.61 vs. HLPPX (-25.24).
| CSDIX | HLPPX | CSDIX / HLPPX | |
| Total Expense Ratio | 0.85 | 1.80 | 47% |
| Annual Report Gross Expense Ratio | 0.85 | 3.58 | 24% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | 15.219 | 15.736 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 29.4M | 33,554% |
| Annual Yield % from dividends | 1.76 | 4.53 | 39% |
| Returns for 1 year | 14.65 | 7.02 | 209% |
| Returns for 3 years | 42.00 | 11.94 | 352% |
| Returns for 5 years | 10.61 | -25.24 | -42% |
| Returns for 10 years | 63.93 | -27.23 | -235% |
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