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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
Aug 23, 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: 9.87B vs. CSRIX (9.23B). CSRIX pays higher dividends than CSZIX: CSRIX (2.68) vs CSZIX (1.84). CSRIX was incepted earlier than CSZIX: CSRIX (27 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). CSRIX (15.19) and CSZIX (14.81) have marching annual gain over last year. CSRIX return over 5 years is better than : 15.94 vs. CSZIX (11.07).
| CSRIX | CSZIX | CSRIX / CSZIX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.76 | 0.75 | 101% |
| Fund Existence | 27 years | 12 years | - |
| Gain YTD | 16.077 | 15.260 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 9.87B | 94% |
| Annual Yield % from dividends | 2.68 | 1.84 | 146% |
| Returns for 1 year | 15.19 | 14.81 | 103% |
| Returns for 3 years | 41.42 | 42.33 | 98% |
| Returns for 5 years | 15.94 | 11.07 | 144% |
| Returns for 10 years | 47.19 | 65.37 | 72% |
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