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CSRSX vs CSZIX
CSRSX vs CSZIX Comparison
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CSRSX vs CSZIX Comparison Chart in %
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CSRSX 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 CSRSX is a Hold and CSZIX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. CSRSX (8.14B). CSRSX pays higher dividends than CSZIX: CSRSX (2.63) vs CSZIX (1.89). CSRSX was incepted earlier than CSZIX: CSRSX (35 years) vs CSZIX (12 years). CSRSX (0.93) is less costly to investors than CSZIX (0.75). CSRSX is a more actively managed with annual turnover of: 35.00 vs. CSZIX (27.00). CSZIX has a lower initial minimum investment than CSRSX: CSZIX (0) vs CSRSX (10000). CSZIX (8.62) and CSRSX (8.27) have marching annual gain over last year. CSRSX return over 5 years is better than : 7.37 vs. CSZIX (6.27).
| CSRSX | CSZIX | CSRSX / CSZIX | |
| Total Expense Ratio | 0.88 | 0.75 | 117% |
| Annual Report Gross Expense Ratio | 0.93 | 0.75 | 124% |
| Fund Existence | 35 years | 12 years | - |
| Gain YTD | 11.390 | 10.705 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.14B | 9.6B | 85% |
| Annual Yield % from dividends | 2.63 | 1.89 | 139% |
| Returns for 1 year | 8.27 | 8.62 | 96% |
| Returns for 3 years | 32.79 | 34.40 | 95% |
| Returns for 5 years | 7.37 | 6.27 | 118% |
| Returns for 10 years | 31.55 | 65.77 | 48% |
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