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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 04, 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: 9.52B vs. HLPPX (30.1M). CSDIX pays higher dividends than HLPPX: CSDIX (2.80) vs HLPPX (2.24). CSDIX was incepted earlier than HLPPX: CSDIX (28 years) vs HLPPX (16 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 : 10.44 vs. HLPPX (2.69). CSDIX return over 5 years is better than : 11.48 vs. HLPPX (-25.99).
| 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 | 16 years | - |
| Gain YTD | 10.429 | 12.542 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 30.1M | 31,638% |
| Annual Yield % from dividends | 2.80 | 2.24 | 125% |
| Returns for 1 year | 10.44 | 2.69 | 387% |
| Returns for 3 years | 35.15 | 8.48 | 415% |
| Returns for 5 years | 11.48 | -25.99 | -44% |
| Returns for 10 years | 66.18 | -25.68 | -258% |
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