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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
Jun 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 Buy and PHRIX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.01B vs. PHRIX (361M). CSRIX pays higher dividends than PHRIX: CSRIX (2.83) vs PHRIX (2.20). CSRIX was incepted earlier than PHRIX: CSRIX (26 years) vs PHRIX (19 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 annual gain was more profitable for investors over the last year : 14.63 vs. PHRIX (11.81). CSRIX return over 5 years is better than : 19.06 vs. PHRIX (-9.86).
| 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 | 19 years | - |
| Gain YTD | 16.404 | 16.933 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 361M | 2,495% |
| Annual Yield % from dividends | 2.83 | 2.20 | 128% |
| Returns for 1 year | 14.63 | 11.81 | 124% |
| Returns for 3 years | 38.21 | 14.77 | 259% |
| Returns for 5 years | 19.06 | -9.86 | -193% |
| Returns for 10 years | 56.60 | -29.59 | -191% |
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