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CSDIX vs HLRRX
CSDIX vs HLRRX Comparison
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CSDIX vs HLRRX Comparison Chart in %
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CSDIX vs. HLRRX commentary
Aug 03, 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 HLRRX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.61B vs. HLRRX (29.8M). HLRRX pays higher dividends than CSDIX: HLRRX (4.69) vs CSDIX (2.61). CSDIX was incepted earlier than HLRRX: CSDIX (28 years) vs HLRRX (24 years). HLRRX (2.82) is less costly to investors than CSDIX (0.85). HLRRX is a more actively managed with annual turnover of: 85.95 vs. CSDIX (27.00). HLRRX has a lower initial minimum investment than CSDIX: HLRRX (10000) vs CSDIX (100000). CSDIX annual gain was more profitable for investors over the last year : 16.76 vs. HLRRX (5.26). CSDIX return over 5 years is better than : 12.22 vs. HLRRX (-24.76).
| CSDIX | HLRRX | CSDIX / HLRRX | |
| Total Expense Ratio | 0.85 | 1.55 | 55% |
| Annual Report Gross Expense Ratio | 0.85 | 2.82 | 30% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 16.212 | 15.150 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 10000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 29.8M | 32,245% |
| Annual Yield % from dividends | 2.61 | 4.69 | 56% |
| Returns for 1 year | 16.76 | 5.26 | 319% |
| Returns for 3 years | 34.78 | 5.54 | 628% |
| Returns for 5 years | 12.22 | -24.76 | -49% |
| Returns for 10 years | 62.91 | -24.12 | -261% |
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