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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
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 BREFX is a StrongBuy and CSZIX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.52B vs. BREFX (2.21B). CSZIX pays higher dividends than BREFX: CSZIX (2.88) vs BREFX (0.09). BREFX was incepted earlier than CSZIX: BREFX (16 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 (10.53) and BREFX (10.08) have marching annual gain over last year. CSZIX return over 5 years is better than : 11.94 vs. BREFX (-3.32).
| BREFX | CSZIX | BREFX / CSZIX | |
| Total Expense Ratio | 1.32 | 0.75 | 176% |
| Annual Report Gross Expense Ratio | 1.32 | 0.75 | 176% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 0.736 | 10.449 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 9.52B | 23% |
| Annual Yield % from dividends | 0.09 | 2.88 | 3% |
| Returns for 1 year | 10.08 | 10.53 | 96% |
| Returns for 3 years | 31.24 | 35.47 | 88% |
| Returns for 5 years | -3.32 | 11.94 | -28% |
| Returns for 10 years | 68.31 | 67.63 | 101% |
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