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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
Aug 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.87B vs. DFREX (7.04B). DFREX pays higher dividends than CSZIX: DFREX (2.74) vs CSZIX (1.84). 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 : 17.21 vs. CSZIX (14.16). DFREX return over 5 years is better than : 10.13 vs. CSZIX (8.51).
| 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 | 12.924 | 16.457 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 7.04B | 140% |
| Annual Yield % from dividends | 1.84 | 2.74 | 67% |
| Returns for 1 year | 14.16 | 17.21 | 82% |
| Returns for 3 years | 34.14 | 35.68 | 96% |
| Returns for 5 years | 8.51 | 10.13 | 84% |
| Returns for 10 years | 60.52 | 61.34 | 99% |
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