BREIX
Price
$41.91
Change
+$0.16 (+0.38%)
Updated
Aug 21 closing price
Net Assets
2.18B
CSZIX
Price
$19.74
Change
-$0.04 (-0.20%)
Updated
Aug 21 closing price
Net Assets
9.87B
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BREIX vs CSZIX

BREIX vs CSZIX Comparison Chart in %
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BREIX vs. CSZIX commentary
Aug 23, 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 Hold.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.87B vs. BREIX (2.18B). CSZIX pays higher dividends than BREIX: CSZIX (1.84) 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 : 14.81 vs. BREIX (0.99). CSZIX return over 5 years is better than : 11.07 vs. BREIX (3.87).
BREIXCSZIXBREIX / CSZIX
Total Expense Ratio1.050.75140%
Annual Report Gross Expense Ratio1.050.75140%
Fund Existence17 years12 years-
Gain YTD3.20115.26021%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.18B9.87B22%
Annual Yield % from dividends0.331.8418%
Returns for 1 year0.9914.817%
Returns for 3 years33.5342.3379%
Returns for 5 years3.8711.0735%
Returns for 10 years74.2665.37114%
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