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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
Aug 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 BREFX is a Buy and CSZIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.87B vs. BREFX (2.2B). CSZIX pays higher dividends than BREFX: CSZIX (1.84) 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 : 16.00 vs. BREFX (-0.03). CSZIX return over 5 years is better than : 11.20 vs. BREFX (1.40).
| 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 | 4.620 | 15.727 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 9.87B | 22% |
| Annual Yield % from dividends | 0.09 | 1.84 | 5% |
| Returns for 1 year | -0.03 | 16.00 | -0% |
| Returns for 3 years | 29.15 | 38.09 | 77% |
| Returns for 5 years | 1.40 | 11.20 | 12% |
| Returns for 10 years | 69.56 | 64.30 | 108% |
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