Interact to see
Advertisement
Advertisement
CSRIX vs HLRRX
CSRIX vs HLRRX Comparison
Open Charts CSRIX vs HLRRX
CSRIX vs HLRRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSRIX vs. HLRRX commentary
Jun 24, 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: 9.01B vs. HLRRX (31.5M). CSRIX pays higher dividends than HLRRX: CSRIX (2.83) vs HLRRX (2.44). 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 : 11.45 vs. HLRRX (4.35). CSRIX return over 5 years is better than : 17.48 vs. HLRRX (-23.44).
| 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 | 12.788 | 15.252 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 31.5M | 28,597% |
| Annual Yield % from dividends | 2.83 | 2.44 | 116% |
| Returns for 1 year | 11.45 | 4.35 | 263% |
| Returns for 3 years | 38.94 | 14.44 | 270% |
| Returns for 5 years | 17.48 | -23.44 | -75% |
| Returns for 10 years | 49.71 | -19.24 | -258% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement