Interact to see
Advertisement
Advertisement
BRIIX vs CSZIX
BRIIX vs CSZIX Comparison
Open Charts BRIIX vs CSZIX
BRIIX vs CSZIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRIIX 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 BRIIX is a Buy and CSZIX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.87B vs. BRIIX (306M). CSZIX pays higher dividends than BRIIX: CSZIX (1.84) vs BRIIX (1.42). BRIIX was incepted earlier than CSZIX: BRIIX (9 years) vs CSZIX (12 years). BRIIX (0.88) is less costly to investors than CSZIX (0.75). BRIIX is a more actively managed with annual turnover of: 122.00 vs. CSZIX (27.00). CSZIX has a lower initial minimum investment than BRIIX: CSZIX (0) vs BRIIX (1000000). BRIIX annual gain was more profitable for investors over the last year : 16.47 vs. CSZIX (14.81). BRIIX return over 5 years is better than : 26.47 vs. CSZIX (11.07).
| BRIIX | CSZIX | BRIIX / CSZIX | |
| Total Expense Ratio | 0.80 | 0.75 | 107% |
| Annual Report Gross Expense Ratio | 0.88 | 0.75 | 117% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 12.676 | 15.260 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 9.87B | 3% |
| Annual Yield % from dividends | 1.42 | 1.84 | 77% |
| Returns for 1 year | 16.47 | 14.81 | 111% |
| Returns for 3 years | 51.29 | 42.33 | 121% |
| Returns for 5 years | 26.47 | 11.07 | 239% |
| Returns for 10 years | N/A | 65.37 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers