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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
Sep 13, 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: 9.11B vs. HLPPX (28.4M). HLPPX pays higher dividends than CSRIX: HLPPX (4.58) vs CSRIX (2.76). CSRIX was incepted earlier than HLPPX: CSRIX (27 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 : 8.61 vs. HLPPX (1.07). CSRIX return over 5 years is better than : 11.15 vs. HLPPX (-27.72).
| CSRIX | HLPPX | CSRIX / HLPPX | |
| Total Expense Ratio | 0.75 | 1.80 | 42% |
| Annual Report Gross Expense Ratio | 0.76 | 3.58 | 21% |
| Fund Existence | 27 years | 17 years | - |
| Gain YTD | 11.584 | 12.112 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 28.4M | 32,067% |
| Annual Yield % from dividends | 2.76 | 4.58 | 60% |
| Returns for 1 year | 8.61 | 1.07 | 804% |
| Returns for 3 years | 33.77 | 3.54 | 954% |
| Returns for 5 years | 11.15 | -27.72 | -40% |
| Returns for 10 years | 47.79 | -27.36 | -175% |
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