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CSRIX vs HLRRX
CSRIX vs HLRRX Comparison
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CSRIX vs HLRRX Comparison Chart in %
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CSRIX vs. HLRRX commentary
Aug 23, 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 HLRRX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. HLRRX (29.4M). HLRRX pays higher dividends than CSRIX: HLRRX (4.69) vs CSRIX (2.68). CSRIX was incepted earlier than HLRRX: CSRIX (27 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 : 15.19 vs. HLRRX (7.30). CSRIX return over 5 years is better than : 15.94 vs. HLRRX (-23.98).
| CSRIX | HLRRX | CSRIX / HLRRX | |
| Total Expense Ratio | 0.75 | 1.55 | 48% |
| Annual Report Gross Expense Ratio | 0.76 | 2.82 | 27% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 16.077 | 15.962 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 29.4M | 31,405% |
| Annual Yield % from dividends | 2.68 | 4.69 | 57% |
| Returns for 1 year | 15.19 | 7.30 | 208% |
| Returns for 3 years | 41.42 | 13.00 | 319% |
| Returns for 5 years | 15.94 | -23.98 | -66% |
| Returns for 10 years | 47.19 | -24.73 | -191% |
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