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CSRIX vs HLPPX
CSRIX vs HLPPX Comparison
Open Charts CSRIX vs HLPPX
Cohen & Steers Instl Realty Shares
Price$49.45
Change-$0.37 (-0.74%)
VolumeN/A
Net Assets7.8B
LDR Real Estate Value Opportunity P
Price$9.90
Change-$0.11 (-1.10%)
VolumeN/A
Net Assets13.37M
CSRIX vs HLPPX Comparison Chart
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CSRIX vs. HLPPX commentary
Jun 15, 2025
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 CSRIX is a Buy and HLPPX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.8B vs. HLPPX (13.4M). CSRIX pays higher dividends than HLPPX: CSRIX (2.88) vs HLPPX (2.16). CSRIX was incepted earlier than HLPPX: CSRIX (25 years) vs HLPPX (15 years). HLPPX (3.03) is less costly to investors than CSRIX (0.76). HLPPX is a more actively managed with annual turnover of: 58.24 vs. CSRIX (30.00). HLPPX has a lower initial minimum investment than CSRIX: HLPPX (2500) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 11.35 vs. HLPPX (2.06). CSRIX return over 5 years is better than : 37.73 vs. HLPPX (2.90).
| CSRIX | HLPPX | CSRIX / HLPPX | |
| Total Expense Ratio | 0.75 | 3.03 | 25% |
| Annual Report Gross Expense Ratio | 0.76 | 3.03 | 25% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 3.920 | -6.395 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.8B | 13.4M | 58,179% |
| Annual Yield % from dividends | 2.88 | 2.16 | 134% |
| Returns for 1 year | 11.35 | 2.06 | 550% |
| Returns for 3 years | 19.65 | -6.06 | -324% |
| Returns for 5 years | 37.73 | 2.90 | 1,303% |
| Returns for 10 years | 36.00 | -28.73 | -125% |
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