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BRIIX vs CSZIX
BRIIX vs CSZIX Comparison
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BRIIX vs CSZIX Comparison Chart in %
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BRIIX 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 BRIIX is a Buy and CSZIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. BRIIX (301M). CSZIX pays higher dividends than BRIIX: CSZIX (2.76) 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 : 17.13 vs. CSZIX (14.24). BRIIX return over 5 years is better than : 25.51 vs. CSZIX (12.88).
| 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 | 12.912 | 15.143 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 9.61B | 3% |
| Annual Yield % from dividends | 1.42 | 2.76 | 52% |
| Returns for 1 year | 17.13 | 14.24 | 120% |
| Returns for 3 years | 42.49 | 32.82 | 129% |
| Returns for 5 years | 25.51 | 12.88 | 198% |
| Returns for 10 years | N/A | 65.31 | - |
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