CLARX
Price
$8.85
Change
+$0.06 (+0.68%)
Updated
Sep 11 closing price
Net Assets
207.41M
CSZIX
Price
$19.11
Change
+$0.15 (+0.79%)
Updated
Sep 11 closing price
Net Assets
9.6B
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CLARX vs CSZIX

CLARX vs CSZIX Comparison Chart in %
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CLARX vs. CSZIX commentary
Sep 13, 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 CLARX is a Buy and CSZIX is a Hold.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. CLARX (207M). CLARX pays higher dividends than CSZIX: CLARX (2.39) vs CSZIX (1.89). CLARX was incepted earlier than CSZIX: CLARX (24 years) vs CSZIX (12 years). CLARX (1.44) is less costly to investors than CSZIX (0.75). CLARX is a more actively managed with annual turnover of: 79.00 vs. CSZIX (27.00). CSZIX has a lower initial minimum investment than CLARX: CSZIX (0) vs CLARX (15000). CLARX annual gain was more profitable for investors over the last year : 10.40 vs. CSZIX (8.62). CSZIX return over 5 years is better than : 6.27 vs. CLARX (-22.75).
CLARXCSZIXCLARX / CSZIX
Total Expense Ratio1.180.75157%
Annual Report Gross Expense Ratio1.440.75192%
Fund Existence24 years12 years-
Gain YTD13.06110.705122%
Front Load6%N/A-
Min. Initial Investment150000-
Min. Initial Investment IRAN/AN/A-
Net Assets207M9.6B2%
Annual Yield % from dividends2.391.89126%
Returns for 1 year10.408.62121%
Returns for 3 years28.3434.4082%
Returns for 5 years-22.756.27-363%
Returns for 10 years-39.4065.77-60%
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