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BREFX vs CSZIX
BREFX vs CSZIX Comparison
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BREFX vs CSZIX Comparison Chart in %
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BREFX vs. CSZIX 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 BREFX is a Buy and CSZIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. BREFX (2.19B). CSZIX pays higher dividends than BREFX: CSZIX (2.76) vs BREFX (0.09). BREFX was incepted earlier than CSZIX: BREFX (17 years) vs CSZIX (12 years). BREFX (1.32) is less costly to investors than CSZIX (0.75). BREFX is a more actively managed with annual turnover of: 70.00 vs. CSZIX (27.00). CSZIX has a lower initial minimum investment than BREFX: CSZIX (0) vs BREFX (2000). CSZIX annual gain was more profitable for investors over the last year : 12.76 vs. BREFX (2.35). CSZIX return over 5 years is better than : 12.85 vs. BREFX (1.71).
| BREFX | CSZIX | BREFX / CSZIX | |
| Total Expense Ratio | 1.32 | 0.75 | 176% |
| Annual Report Gross Expense Ratio | 1.32 | 0.75 | 176% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 3.503 | 16.135 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 9.61B | 23% |
| Annual Yield % from dividends | 0.09 | 2.76 | 3% |
| Returns for 1 year | 2.35 | 12.76 | 18% |
| Returns for 3 years | 22.71 | 33.89 | 67% |
| Returns for 5 years | 1.71 | 12.85 | 13% |
| Returns for 10 years | 68.24 | 64.88 | 105% |
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