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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
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.04B vs. HLRRX (30.1M). CSRIX pays higher dividends than HLRRX: CSRIX (2.83) vs HLRRX (2.44). CSRIX was incepted earlier than HLRRX: CSRIX (26 years) vs HLRRX (23 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 : 10.34 vs. HLRRX (3.02). CSRIX return over 5 years is better than : 16.50 vs. HLRRX (-24.73).
| 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 | 23 years | - |
| Gain YTD | 11.169 | 12.648 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 30.1M | 30,040% |
| Annual Yield % from dividends | 2.83 | 2.44 | 116% |
| Returns for 1 year | 10.34 | 3.02 | 342% |
| Returns for 3 years | 34.28 | 9.48 | 362% |
| Returns for 5 years | 16.50 | -24.73 | -67% |
| Returns for 10 years | 49.53 | -23.20 | -213% |
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