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CSRIX vs PHRCX
CSRIX vs PHRCX Comparison
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CSRIX vs PHRCX Comparison Chart in %
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CSRIX vs. PHRCX 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 PHRCX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.04B vs. PHRCX (357M). CSRIX pays higher dividends than PHRCX: CSRIX (2.83) vs PHRCX (1.30). CSRIX was incepted earlier than PHRCX: CSRIX (26 years) vs PHRCX (23 years). PHRCX (2.07) is less costly to investors than CSRIX (0.76). CSRIX is a more actively managed with annual turnover of: 33.00 vs. PHRCX (17.00). PHRCX has a lower initial minimum investment than CSRIX: PHRCX (2500) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 10.34 vs. PHRCX (5.93). CSRIX return over 5 years is better than : 16.50 vs. PHRCX (-15.68).
| CSRIX | PHRCX | CSRIX / PHRCX | |
| Total Expense Ratio | 0.75 | 1.99 | 38% |
| Annual Report Gross Expense Ratio | 0.76 | 2.07 | 37% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 11.169 | 10.819 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 357M | 2,533% |
| Annual Yield % from dividends | 2.83 | 1.30 | 217% |
| Returns for 1 year | 10.34 | 5.93 | 174% |
| Returns for 3 years | 34.28 | 7.10 | 483% |
| Returns for 5 years | 16.50 | -15.68 | -105% |
| Returns for 10 years | 49.53 | -39.34 | -126% |
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