Interact to see
Advertisement
Advertisement
CSDIX vs HLRRX
CSDIX vs HLRRX Comparison
Open Charts CSDIX vs HLRRX
CSDIX vs HLRRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSDIX vs. HLRRX 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 HLRRX is a Buy.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.87B vs. HLRRX (29.4M). HLRRX pays higher dividends than CSDIX: HLRRX (4.69) vs CSDIX (1.76). 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 : 14.65 vs. HLRRX (7.30). CSDIX return over 5 years is better than : 10.61 vs. HLRRX (-23.98).
| 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 | 15.219 | 15.962 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 10000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 29.4M | 33,554% |
| Annual Yield % from dividends | 1.76 | 4.69 | 38% |
| Returns for 1 year | 14.65 | 7.30 | 201% |
| Returns for 3 years | 42.00 | 13.00 | 323% |
| Returns for 5 years | 10.61 | -23.98 | -44% |
| Returns for 10 years | 63.93 | -24.73 | -259% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement