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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
Sep 12, 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: 9.6B vs. CSRIX (9.11B). CSRIX pays higher dividends than CSZIX: CSRIX (2.76) vs CSZIX (1.89). 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). CSZIX (8.62) and CSRIX (8.61) have marching annual gain over last year. CSRIX return over 5 years is better than : 11.15 vs. CSZIX (6.27).
| 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 | 11.584 | 10.705 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 9.6B | 95% |
| Annual Yield % from dividends | 2.76 | 1.89 | 146% |
| Returns for 1 year | 8.61 | 8.62 | 100% |
| Returns for 3 years | 33.77 | 34.40 | 98% |
| Returns for 5 years | 11.15 | 6.27 | 178% |
| Returns for 10 years | 47.79 | 65.77 | 73% |
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