BREIX
Price
$42.01
Change
-$0.23 (-0.54%)
Updated
Jun 22 closing price
Net Assets
2.24B
CSZIX
Price
$19.53
Change
+$0.25 (+1.30%)
Updated
Jun 22 closing price
Net Assets
9.36B
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BREIX vs CSZIX

BREIX vs CSZIX Comparison Chart in %
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BREIX vs. CSZIX commentary
Jun 24, 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: 9.36B vs. BREIX (2.25B). CSZIX pays higher dividends than BREIX: CSZIX (2.88) vs BREIX (0.34). BREIX was incepted earlier than CSZIX: BREIX (16 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). BREIX annual gain was more profitable for investors over the last year : 12.22 vs. CSZIX (11.37). CSZIX return over 5 years is better than : 12.49 vs. BREIX (1.85).
BREIXCSZIXBREIX / CSZIX
Total Expense Ratio1.050.75140%
Annual Report Gross Expense Ratio1.050.75140%
Fund Existence16 years12 years-
Gain YTD4.01411.78234%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.25B9.36B24%
Annual Yield % from dividends0.342.8812%
Returns for 1 year12.2211.37107%
Returns for 3 years35.3539.7389%
Returns for 5 years1.8512.4915%
Returns for 10 years86.5967.67128%
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