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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.36B vs. HLPPX (31.5M). CSDIX pays higher dividends than HLPPX: CSDIX (2.80) vs HLPPX (2.24). 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 : 11.27 vs. HLPPX (4.04). CSDIX return over 5 years is better than : 12.02 vs. HLPPX (-24.74).
| 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 | 11.763 | 15.054 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 31.5M | 29,711% |
| Annual Yield % from dividends | 2.80 | 2.24 | 125% |
| Returns for 1 year | 11.27 | 4.04 | 279% |
| Returns for 3 years | 39.31 | 13.32 | 295% |
| Returns for 5 years | 12.02 | -24.74 | -49% |
| Returns for 10 years | 66.22 | -21.89 | -302% |
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