Interact to see
Advertisement
Advertisement
CSZIX vs DFREX
CSZIX vs DFREX Comparison
Open Charts CSZIX vs DFREX
CSZIX vs DFREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSZIX vs. DFREX commentary
Jun 17, 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 CSZIX is a Buy and DFREX is a Buy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.36B vs. DFREX (7.11B). CSZIX pays higher dividends than DFREX: CSZIX (2.88) vs DFREX (2.56). CSZIX was incepted earlier than DFREX: CSZIX (12 years) vs DFREX (33 years). CSZIX (0.75) is less costly to investors than DFREX (0.21). CSZIX is a more actively managed with annual turnover of: 27.00 vs. DFREX (6.00). CSZIX (0) and DFREX (0) have matching initial minimum investment requirements. CSZIX (15.30) and DFREX (15.07) have marching annual gain over last year. CSZIX return over 5 years is better than : 15.64 vs. DFREX (13.35).
| CSZIX | DFREX | CSZIX / DFREX | |
| Total Expense Ratio | 0.75 | 0.18 | 417% |
| Annual Report Gross Expense Ratio | 0.75 | 0.21 | 357% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 15.145 | 15.444 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 7.11B | 132% |
| Annual Yield % from dividends | 2.88 | 2.56 | 112% |
| Returns for 1 year | 15.30 | 15.07 | 102% |
| Returns for 3 years | 37.39 | 33.41 | 112% |
| Returns for 5 years | 15.64 | 13.35 | 117% |
| Returns for 10 years | 72.38 | 70.30 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TMDPX | 15.92 | N/A | N/A |
| AMG TimesSquare Mid Cap Growth N | |||
| VSMSX | 534.19 | N/A | N/A |
| Vanguard S&P Small-Cap 600 Index I | |||
| PEIRX | 10.12 | N/A | N/A |
| Federated Hermes International Equity R6 | |||
| FSRKX | 9.56 | N/A | N/A |
| Fidelity Strategic Real Return K6 | |||
| FLIAX | 11.44 | N/A | N/A |
| First Sentier American Listed Infras I | |||