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CSRIX vs HLPPX
CSRIX vs HLPPX Comparison
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CSRIX vs HLPPX Comparison Chart in %
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CSRIX vs. HLPPX commentary
Jun 04, 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 CSRIX is a Hold and HLPPX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.04B vs. HLPPX (30.1M). CSRIX pays higher dividends than HLPPX: CSRIX (2.83) vs HLPPX (2.24). CSRIX was incepted earlier than HLPPX: CSRIX (26 years) vs HLPPX (16 years). HLPPX (3.58) is less costly to investors than CSRIX (0.76). HLPPX is a more actively managed with annual turnover of: 85.95 vs. CSRIX (33.00). 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 : 10.34 vs. HLPPX (2.69). CSRIX return over 5 years is better than : 16.50 vs. HLPPX (-25.99).
| CSRIX | HLPPX | CSRIX / HLPPX | |
| Total Expense Ratio | 0.75 | 1.80 | 42% |
| Annual Report Gross Expense Ratio | 0.76 | 3.58 | 21% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | 11.169 | 12.542 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 30.1M | 30,040% |
| Annual Yield % from dividends | 2.83 | 2.24 | 126% |
| Returns for 1 year | 10.34 | 2.69 | 384% |
| Returns for 3 years | 34.28 | 8.48 | 405% |
| Returns for 5 years | 16.50 | -25.99 | -63% |
| Returns for 10 years | 49.53 | -25.68 | -193% |
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