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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
Aug 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 StrongBuy and PHRIX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. PHRIX (361M). CSRIX pays higher dividends than PHRIX: CSRIX (2.68) vs PHRIX (2.02). CSRIX was incepted earlier than PHRIX: CSRIX (27 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). CSRIX (16.41) and PHRIX (16.08) have marching annual gain over last year. CSRIX return over 5 years is better than : 16.22 vs. PHRIX (-11.46).
| CSRIX | PHRIX | CSRIX / PHRIX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.76 | 1.09 | 70% |
| Fund Existence | 27 years | 20 years | - |
| Gain YTD | 16.564 | 18.236 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 361M | 2,558% |
| Annual Yield % from dividends | 2.68 | 2.02 | 132% |
| Returns for 1 year | 16.41 | 16.08 | 102% |
| Returns for 3 years | 37.29 | 16.44 | 227% |
| Returns for 5 years | 16.22 | -11.46 | -141% |
| Returns for 10 years | 46.22 | -33.59 | -138% |
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