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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
Sep 15, 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: 9.11B vs. PHRCX (350M). CSRIX pays higher dividends than PHRCX: CSRIX (2.76) vs PHRCX (1.18). CSRIX was incepted earlier than PHRCX: CSRIX (27 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 : 9.18 vs. PHRCX (8.01). CSRIX return over 5 years is better than : 10.23 vs. PHRCX (-18.41).
| CSRIX | PHRCX | CSRIX / PHRCX | |
| Total Expense Ratio | 0.75 | 1.99 | 38% |
| Annual Report Gross Expense Ratio | 0.76 | 2.07 | 37% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | 11.584 | 14.288 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 350M | 2,602% |
| Annual Yield % from dividends | 2.76 | 1.18 | 234% |
| Returns for 1 year | 9.18 | 8.01 | 115% |
| Returns for 3 years | 33.09 | 10.24 | 323% |
| Returns for 5 years | 10.23 | -18.41 | -56% |
| Returns for 10 years | 46.59 | -38.42 | -121% |
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