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AREEX vs CSZIX
AREEX vs CSZIX Comparison
Open Charts AREEX vs CSZIX
AREEX vs CSZIX Comparison Chart in %
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AREEX vs. CSZIX commentary
Jun 03, 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: 9.52B vs. AREEX (502M). CSZIX pays higher dividends than AREEX: CSZIX (2.88) vs AREEX (1.46). 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 annual gain was more profitable for investors over the last year : 10.53 vs. AREEX (9.00). CSZIX return over 5 years is better than : 11.94 vs. AREEX (-4.18).
| 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 | 9.403 | 10.449 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 9.52B | 5% |
| Annual Yield % from dividends | 1.46 | 2.88 | 51% |
| Returns for 1 year | 9.00 | 10.53 | 85% |
| Returns for 3 years | 31.66 | 35.47 | 89% |
| Returns for 5 years | -4.18 | 11.94 | -35% |
| Returns for 10 years | 5.36 | 67.63 | 8% |
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