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CSRIX vs HLPPX
CSRIX vs HLPPX Comparison
Open Charts CSRIX vs HLPPX
CSRIX vs HLPPX Comparison Chart in %
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CSRIX vs. HLPPX commentary
Jul 14, 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 StrongBuy and HLPPX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.99B vs. HLPPX (30.2M). CSRIX pays higher dividends than HLPPX: CSRIX (2.75) vs HLPPX (2.23). CSRIX was incepted earlier than HLPPX: CSRIX (26 years) vs HLPPX (17 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 : 13.84 vs. HLPPX (1.95). CSRIX return over 5 years is better than : 17.34 vs. HLPPX (-24.87).
| 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 | 17 years | - |
| Gain YTD | 15.674 | 14.567 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 30.2M | 29,755% |
| Annual Yield % from dividends | 2.75 | 2.23 | 123% |
| Returns for 1 year | 13.84 | 1.95 | 708% |
| Returns for 3 years | 31.46 | 4.88 | 645% |
| Returns for 5 years | 17.34 | -24.87 | -70% |
| Returns for 10 years | 46.85 | -26.22 | -179% |
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