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CSDIX vs HLRRX
CSDIX vs HLRRX Comparison
Open Charts CSDIX vs HLRRX
CSDIX vs HLRRX Comparison Chart in %
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CSDIX vs. HLRRX 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 HLRRX is a Hold.
FUNDAMENTALS
Fundamentals
CSDIX has more cash in the bank: 9.36B vs. HLRRX (31.5M). CSDIX pays higher dividends than HLRRX: CSDIX (2.80) vs HLRRX (2.44). 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 : 11.27 vs. HLRRX (4.35). CSDIX return over 5 years is better than : 12.02 vs. HLRRX (-23.44).
| 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 | 11.763 | 15.252 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 10000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 31.5M | 29,711% |
| Annual Yield % from dividends | 2.80 | 2.44 | 114% |
| Returns for 1 year | 11.27 | 4.35 | 259% |
| Returns for 3 years | 39.31 | 14.44 | 272% |
| Returns for 5 years | 12.02 | -23.44 | -51% |
| Returns for 10 years | 66.22 | -19.24 | -344% |
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