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CSZIX vs DFREX
CSZIX vs DFREX Comparison
Open Charts CSZIX vs DFREX
CSZIX vs DFREX Comparison Chart in %
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CSZIX vs. DFREX commentary
Sep 16, 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 Hold and DFREX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. DFREX (6.74B). DFREX pays higher dividends than CSZIX: DFREX (2.83) vs CSZIX (1.89). CSZIX was incepted earlier than DFREX: CSZIX (12 years) vs DFREX (34 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. DFREX annual gain was more profitable for investors over the last year : 9.58 vs. CSZIX (9.10). DFREX (5.63) and CSZIX (5.45) have equivalent 5 years return.
| 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 | 34 years | - |
| Gain YTD | 10.705 | 12.270 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 6.74B | 142% |
| Annual Yield % from dividends | 1.89 | 2.83 | 67% |
| Returns for 1 year | 9.10 | 9.58 | 95% |
| Returns for 3 years | 33.54 | 31.69 | 106% |
| Returns for 5 years | 5.45 | 5.63 | 97% |
| Returns for 10 years | 64.38 | 63.65 | 101% |
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