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AREEX vs CSZIX
AREEX vs CSZIX Comparison
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AREEX vs CSZIX Comparison Chart in %
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AREEX vs. CSZIX commentary
Sep 12, 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 AREEX is a Hold and CSZIX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. AREEX (500M). CSZIX pays higher dividends than AREEX: CSZIX (1.89) vs AREEX (0.54). AREEX was incepted earlier than CSZIX: AREEX (28 years) vs CSZIX (12 years). AREEX (1.41) is less costly to investors than CSZIX (0.75). AREEX is a more actively managed with annual turnover of: 113.00 vs. CSZIX (27.00). CSZIX has a lower initial minimum investment than AREEX: CSZIX (0) vs AREEX (2500). CSZIX (8.62) and AREEX (8.23) have marching annual gain over last year. CSZIX return over 5 years is better than : 6.27 vs. AREEX (-7.49).
| AREEX | CSZIX | AREEX / CSZIX | |
| Total Expense Ratio | 1.41 | 0.75 | 188% |
| Annual Report Gross Expense Ratio | 1.41 | 0.75 | 188% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | 10.534 | 10.705 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 500M | 9.6B | 5% |
| Annual Yield % from dividends | 0.54 | 1.89 | 28% |
| Returns for 1 year | 8.23 | 8.62 | 95% |
| Returns for 3 years | 30.52 | 34.40 | 89% |
| Returns for 5 years | -7.49 | 6.27 | -119% |
| Returns for 10 years | 5.68 | 65.77 | 9% |