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CSRIX vs PHRIX
CSRIX vs PHRIX Comparison
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CSRIX vs PHRIX Comparison Chart in %
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CSRIX vs. PHRIX commentary
Jul 25, 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 Buy and PHRIX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.99B vs. PHRIX (372M). CSRIX pays higher dividends than PHRIX: CSRIX (2.75) vs PHRIX (2.08). CSRIX was incepted earlier than PHRIX: CSRIX (26 years) vs PHRIX (20 years). PHRIX (1.09) is less costly to investors than CSRIX (0.76). CSRIX is a more actively managed with annual turnover of: 33.00 vs. PHRIX (17.00). PHRIX has a lower initial minimum investment than CSRIX: PHRIX (100000) vs CSRIX (1000000). PHRIX annual gain was more profitable for investors over the last year : 16.36 vs. CSRIX (15.25). CSRIX return over 5 years is better than : 20.44 vs. PHRIX (-8.30).
| CSRIX | PHRIX | CSRIX / PHRIX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.76 | 1.09 | 70% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | 19.764 | 21.316 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 372M | 2,416% |
| Annual Yield % from dividends | 2.75 | 2.08 | 133% |
| Returns for 1 year | 15.25 | 16.36 | 93% |
| Returns for 3 years | 36.04 | 14.20 | 254% |
| Returns for 5 years | 20.44 | -8.30 | -246% |
| Returns for 10 years | 50.15 | -32.74 | -153% |
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