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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
Aug 03, 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: 8.99B vs. HLRRX (29.8M). HLRRX pays higher dividends than CSRIX: HLRRX (4.69) vs CSRIX (2.68). 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 : 16.82 vs. HLRRX (5.26). CSRIX return over 5 years is better than : 17.56 vs. HLRRX (-24.76).
| 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 | 17.094 | 15.150 | 113% |
| 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 | 29.8M | 30,154% |
| Annual Yield % from dividends | 2.68 | 4.69 | 57% |
| Returns for 1 year | 16.82 | 5.26 | 320% |
| Returns for 3 years | 34.37 | 5.54 | 621% |
| Returns for 5 years | 17.56 | -24.76 | -71% |
| Returns for 10 years | 46.16 | -24.12 | -191% |
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