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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
Sep 05, 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 Hold and CSZIX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.87B vs. BREFX (2.09B). CSZIX pays higher dividends than BREFX: CSZIX (1.89) 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 : 12.20 vs. BREFX (-6.43). CSZIX return over 5 years is better than : 4.08 vs. BREFX (-6.78).
| 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 | -0.939 | 12.574 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 9.87B | 21% |
| Annual Yield % from dividends | 0.09 | 1.89 | 5% |
| Returns for 1 year | -6.43 | 12.20 | -53% |
| Returns for 3 years | 24.42 | 36.50 | 67% |
| Returns for 5 years | -6.78 | 4.08 | -166% |
| Returns for 10 years | 61.21 | 58.84 | 104% |
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