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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
Aug 03, 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: 8.99B vs. HLPPX (29.8M). HLPPX pays higher dividends than CSRIX: HLPPX (4.53) vs CSRIX (2.68). 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 : 16.82 vs. HLPPX (4.97). CSRIX return over 5 years is better than : 17.56 vs. HLPPX (-26.06).
| 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 | 17.094 | 14.918 | 115% |
| 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 | 29.8M | 30,154% |
| Annual Yield % from dividends | 2.68 | 4.53 | 59% |
| Returns for 1 year | 16.82 | 4.97 | 339% |
| Returns for 3 years | 34.37 | 4.47 | 768% |
| Returns for 5 years | 17.56 | -26.06 | -67% |
| Returns for 10 years | 46.16 | -26.64 | -173% |
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