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CSRIX vs HLPPX
CSRIX vs HLPPX Comparison
Open Charts CSRIX vs HLPPX
Cohen & Steers Instl Realty Shares
Price$49.29
Change-$0.45 (-0.90%)
VolumeN/A
Net Assets7.81B
LDR Real Estate Value Opportunity P
Price$10.43
Change-$0.14 (-1.32%)
VolumeN/A
Net Assets14.08M
CSRIX vs HLPPX Comparison Chart
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CSRIX vs. HLPPX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.81B vs. HLPPX (14.1M). CSRIX (3.10) and HLPPX (3.06) have matching dividends . CSRIX was incepted earlier than HLPPX: CSRIX (25 years) vs HLPPX (15 years). 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 : 12.87 vs. HLPPX (9.33). CSRIX return over 5 years is better than : 12.60 vs. HLPPX (-18.36).
| CSRIX | HLPPX | CSRIX / HLPPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 2.880 | -3.501 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.81B | 14.1M | 55,411% |
| Annual Yield % from dividends | 3.10 | 3.06 | 101% |
| Returns for 1 year | 12.87 | 9.33 | 138% |
| Returns for 3 years | 4.11 | -15.62 | -26% |
| Returns for 5 years | 12.60 | -18.36 | -69% |
| Returns for 10 years | 27.04 | -28.72 | -94% |
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