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CSRIX vs HLPPX
CSRIX vs HLPPX Comparison
Open Charts CSRIX vs HLPPX
Cohen & Steers Instl Realty Shares
Price$45.37
Change-$0.86 (-1.86%)
VolumeN/A
Net Assets7.77B
LDR Real Estate Value Opportunity P
Price$9.23
Change-$0.30 (-3.15%)
VolumeN/A
Net Assets12.92M
CSRIX vs HLPPX Comparison Chart
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CSRIX vs. HLPPX commentary
Apr 11, 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 Hold and HLPPX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.77B vs. HLPPX (12.9M). CSRIX pays higher dividends than HLPPX: CSRIX (2.90) vs HLPPX (2.31). CSRIX was incepted earlier than HLPPX: CSRIX (25 years) vs HLPPX (15 years). HLPPX (2.57) is less costly to investors than CSRIX (0.76). CSRIX is a more actively managed with annual turnover of: 32.00 vs. HLPPX (20.10). 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 : 8.49 vs. HLPPX (1.15). CSRIX return over 5 years is better than : 31.57 vs. HLPPX (8.48).
| CSRIX | HLPPX | CSRIX / HLPPX | |
| Total Expense Ratio | 0.75 | 2.57 | 29% |
| Annual Report Gross Expense Ratio | 0.76 | 2.57 | 30% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | -2.847 | -10.884 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.77B | 12.9M | 60,217% |
| Annual Yield % from dividends | 2.90 | 2.31 | 125% |
| Returns for 1 year | 8.49 | 1.15 | 740% |
| Returns for 3 years | -9.25 | -22.18 | 42% |
| Returns for 5 years | 31.57 | 8.48 | 372% |
| Returns for 10 years | 21.48 | -34.84 | -62% |
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