CREFX
Price
$19.53
Change
+$0.26 (+1.35%)
Updated
Jun 22 closing price
Net Assets
9.36B
CSZIX
Price
$19.53
Change
+$0.25 (+1.30%)
Updated
Jun 22 closing price
Net Assets
9.36B
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CREFX vs CSZIX

CREFX vs CSZIX Comparison Chart in %
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CREFX 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 CREFX is a Hold and CSZIX is a Hold.

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FUNDAMENTALS
Fundamentals
CREFX (9.36B) and CSZIX (9.36B) have equal amount of cash in the bank . CREFX (2.88) and CSZIX (2.88) have matching dividends . CREFX was incepted earlier than CSZIX: CREFX (9 years) vs CSZIX (12 years). CREFX (0.75) and CSZIX (0.75) have similar cost to investors . CREFX (27.00) and CSZIX (27.00) have comparable annual turnover. CREFX (0) and CSZIX (0) have matching initial minimum investment requirements. CREFX (11.37) and CSZIX (11.37) have marching annual gain over last year. CSZIX (12.49) and CREFX (12.43) have equivalent 5 years return.
CREFXCSZIXCREFX / CSZIX
Total Expense Ratio0.750.75100%
Annual Report Gross Expense Ratio0.750.75100%
Fund Existence9 years12 years-
Gain YTD11.72411.782100%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets9.36B9.36B100%
Annual Yield % from dividends2.882.88100%
Returns for 1 year11.3711.37100%
Returns for 3 years39.6639.73100%
Returns for 5 years12.4312.49100%
Returns for 10 yearsN/A67.67-
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