BREIX
Price
$41.68
Change
-$0.43 (-1.02%)
Updated
Jul 13 closing price
Net Assets
2.24B
CSZIX
Price
$19.72
Change
+$0.09 (+0.46%)
Updated
Jul 13 closing price
Net Assets
9.61B
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BREIX vs CSZIX

BREIX vs CSZIX Comparison Chart in %
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BREIX vs. CSZIX commentary
Jul 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 BREIX is a Buy and CSZIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. BREIX (2.24B). CSZIX pays higher dividends than BREIX: CSZIX (2.76) vs BREIX (0.32). 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 : 14.24 vs. BREIX (4.22). CSZIX return over 5 years is better than : 12.88 vs. BREIX (3.35).
BREIXCSZIXBREIX / CSZIX
Total Expense Ratio1.050.75140%
Annual Report Gross Expense Ratio1.050.75140%
Fund Existence17 years12 years-
Gain YTD2.63515.14317%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.24B9.61B23%
Annual Yield % from dividends0.322.7612%
Returns for 1 year4.2214.2430%
Returns for 3 years22.7132.8269%
Returns for 5 years3.3512.8826%
Returns for 10 years75.6065.31116%
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