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CSRIX vs CSZIX
CSRIX vs CSZIX Comparison
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CSRIX vs CSZIX Comparison Chart in %
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CSRIX 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 CSRIX is a Hold and CSZIX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. CSRIX (8.99B). CSZIX (2.76) and CSRIX (2.75) have matching dividends . CSRIX was incepted earlier than CSZIX: CSRIX (26 years) vs CSZIX (12 years). CSRIX (0.76) and CSZIX (0.75) have similar cost to investors . CSRIX is a more actively managed with annual turnover of: 33.00 vs. CSZIX (27.00). CSZIX has a lower initial minimum investment than CSRIX: CSZIX (0) vs CSRIX (1000000). CSZIX (14.24) and CSRIX (13.84) have marching annual gain over last year. CSRIX return over 5 years is better than : 17.34 vs. CSZIX (12.88).
| CSRIX | CSZIX | CSRIX / CSZIX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.76 | 0.75 | 101% |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | 15.674 | 15.143 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 9.61B | 94% |
| Annual Yield % from dividends | 2.75 | 2.76 | 100% |
| Returns for 1 year | 13.84 | 14.24 | 97% |
| Returns for 3 years | 31.46 | 32.82 | 96% |
| Returns for 5 years | 17.34 | 12.88 | 135% |
| Returns for 10 years | 46.85 | 65.31 | 72% |
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