BREIX
Price
$39.13
Change
-$0.09 (-0.23%)
Updated
Sep 11 closing price
Net Assets
2.08B
CSZIX
Price
$19.11
Change
+$0.15 (+0.79%)
Updated
Sep 11 closing price
Net Assets
9.6B
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BREIX vs CSZIX

BREIX vs CSZIX Comparison Chart in %
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BREIX vs. CSZIX commentary
Sep 13, 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.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. BREIX (2.08B). CSZIX pays higher dividends than BREIX: CSZIX (1.89) vs BREIX (0.34). 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 : 8.62 vs. BREIX (-11.51). CSZIX return over 5 years is better than : 6.27 vs. BREIX (-6.06).
BREIXCSZIXBREIX / CSZIX
Total Expense Ratio1.050.75140%
Annual Report Gross Expense Ratio1.050.75140%
Fund Existence17 years12 years-
Gain YTD-4.70310.705-44%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.08B9.6B22%
Annual Yield % from dividends0.341.8918%
Returns for 1 year-11.518.62-134%
Returns for 3 years20.7934.4060%
Returns for 5 years-6.066.27-97%
Returns for 10 years67.9765.77103%
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