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CSRIX vs PHRAX
CSRIX vs PHRAX Comparison
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CSRIX vs PHRAX Comparison Chart in %
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CSRIX vs. PHRAX commentary
Jul 14, 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 PHRAX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.99B vs. PHRAX (362M). CSRIX pays higher dividends than PHRAX: CSRIX (2.75) vs PHRAX (1.84). CSRIX was incepted earlier than PHRAX: CSRIX (26 years) vs PHRAX (31 years). PHRAX (1.35) is less costly to investors than CSRIX (0.76). CSRIX is a more actively managed with annual turnover of: 33.00 vs. PHRAX (17.00). PHRAX has a lower initial minimum investment than CSRIX: PHRAX (2500) vs CSRIX (1000000). PHRAX (14.39) and CSRIX (13.84) have marching annual gain over last year. CSRIX return over 5 years is better than : 17.34 vs. PHRAX (-10.80).
| CSRIX | PHRAX | CSRIX / PHRAX | |
| Total Expense Ratio | 0.75 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 0.76 | 1.35 | 56% |
| Fund Existence | 26 years | 31 years | - |
| Gain YTD | 15.674 | 17.996 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 362M | 2,482% |
| Annual Yield % from dividends | 2.75 | 1.84 | 150% |
| Returns for 1 year | 13.84 | 14.39 | 96% |
| Returns for 3 years | 31.46 | 10.57 | 297% |
| Returns for 5 years | 17.34 | -10.80 | -161% |
| Returns for 10 years | 46.85 | -35.43 | -132% |
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