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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
Sep 13, 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: 9.11B vs. HLRRX (28.1M). HLRRX pays higher dividends than CSRIX: HLRRX (4.75) vs CSRIX (2.76). 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 : 8.61 vs. HLRRX (1.39). CSRIX return over 5 years is better than : 11.15 vs. HLRRX (-26.46).
| 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 | 11.584 | 12.367 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 28.1M | 32,409% |
| Annual Yield % from dividends | 2.76 | 4.75 | 58% |
| Returns for 1 year | 8.61 | 1.39 | 620% |
| Returns for 3 years | 33.77 | 4.57 | 740% |
| Returns for 5 years | 11.15 | -26.46 | -42% |
| Returns for 10 years | 47.79 | -24.92 | -192% |
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