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BREIX vs CSZIX
BREIX vs CSZIX Comparison
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BREIX vs CSZIX Comparison Chart in %
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BREIX vs. CSZIX commentary
Aug 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 BREIX is a Hold and CSZIX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. BREIX (2.18B). CSZIX pays higher dividends than BREIX: CSZIX (2.69) vs BREIX (0.33). BREIX was incepted earlier than CSZIX: BREIX (17 years) vs CSZIX (12 years). BREIX (1.05) is less costly to investors than CSZIX (0.75). BREIX is a more actively managed with annual turnover of: 70.00 vs. CSZIX (27.00). CSZIX has a lower initial minimum investment than BREIX: CSZIX (0) vs BREIX (1000000). CSZIX annual gain was more profitable for investors over the last year : 16.86 vs. BREIX (1.57). CSZIX return over 5 years is better than : 12.74 vs. BREIX (1.71).
| BREIX | CSZIX | BREIX / CSZIX | |
| Total Expense Ratio | 1.05 | 0.75 | 140% |
| Annual Report Gross Expense Ratio | 1.05 | 0.75 | 140% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 1.945 | 16.252 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 9.61B | 23% |
| Annual Yield % from dividends | 0.33 | 2.69 | 12% |
| Returns for 1 year | 1.57 | 16.86 | 9% |
| Returns for 3 years | 23.36 | 35.18 | 66% |
| Returns for 5 years | 1.71 | 12.74 | 13% |
| Returns for 10 years | 72.71 | 64.33 | 113% |
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