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BRIIX vs CSZIX
BRIIX vs CSZIX Comparison
Open Charts BRIIX vs CSZIX
BRIIX vs CSZIX Comparison Chart in %
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BRIIX vs. CSZIX commentary
Sep 12, 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 Hold and CSZIX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. BRIIX (298M). CSZIX pays higher dividends than BRIIX: CSZIX (1.89) vs BRIIX (1.46). 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). CSZIX annual gain was more profitable for investors over the last year : 8.62 vs. BRIIX (6.84). BRIIX return over 5 years is better than : 19.33 vs. CSZIX (6.27).
| 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 | 7.611 | 10.705 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 9.6B | 3% |
| Annual Yield % from dividends | 1.46 | 1.89 | 77% |
| Returns for 1 year | 6.84 | 8.62 | 79% |
| Returns for 3 years | 41.30 | 34.40 | 120% |
| Returns for 5 years | 19.33 | 6.27 | 308% |
| Returns for 10 years | N/A | 65.77 | - |
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