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CSRIX vs HLRRX
CSRIX vs HLRRX Comparison
Open Charts CSRIX vs HLRRX
CSRIX vs HLRRX Comparison Chart in %
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CSRIX vs. HLRRX 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 HLRRX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.99B vs. HLRRX (30.2M). CSRIX pays higher dividends than HLRRX: CSRIX (2.75) vs HLRRX (2.39). CSRIX was incepted earlier than HLRRX: CSRIX (26 years) vs HLRRX (24 years). HLRRX (2.82) is less costly to investors than CSRIX (0.76). HLRRX is a more actively managed with annual turnover of: 85.95 vs. CSRIX (33.00). HLRRX has a lower initial minimum investment than CSRIX: HLRRX (10000) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 13.84 vs. HLRRX (2.36). CSRIX return over 5 years is better than : 17.34 vs. HLRRX (-23.54).
| CSRIX | HLRRX | CSRIX / HLRRX | |
| Total Expense Ratio | 0.75 | 1.55 | 48% |
| Annual Report Gross Expense Ratio | 0.76 | 2.82 | 27% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 15.674 | 14.802 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 30.2M | 29,755% |
| Annual Yield % from dividends | 2.75 | 2.39 | 115% |
| Returns for 1 year | 13.84 | 2.36 | 586% |
| Returns for 3 years | 31.46 | 5.87 | 536% |
| Returns for 5 years | 17.34 | -23.54 | -74% |
| Returns for 10 years | 46.85 | -23.72 | -198% |
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