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CSRIX vs HLPPX
CSRIX vs HLPPX Comparison
Open Charts CSRIX vs HLPPX
Cohen & Steers Instl Realty Shares
Price$48.37
Change-$1.20 (-2.42%)
VolumeN/A
Net Assets7.71B
LDR Real Estate Value Opportunity P
Price$9.71
Change-$0.24 (-2.41%)
VolumeN/A
Net Assets13.32M
CSRIX vs HLPPX Comparison Chart
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CSRIX vs. HLPPX commentary
May 22, 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: 7.71B vs. HLPPX (13.3M). CSRIX pays higher dividends than HLPPX: CSRIX (2.91) vs HLPPX (2.32). 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 : 12.55 vs. HLPPX (1.10). CSRIX return over 5 years is better than : 50.98 vs. HLPPX (16.86).
| 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 | 4.172 | -6.956 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.71B | 13.3M | 57,977% |
| Annual Yield % from dividends | 2.91 | 2.32 | 125% |
| Returns for 1 year | 12.55 | 1.10 | 1,145% |
| Returns for 3 years | 11.76 | -12.43 | -95% |
| Returns for 5 years | 50.98 | 16.86 | 302% |
| Returns for 10 years | 32.52 | -30.56 | -106% |
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