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CSZIX vs FESIX
CSZIX vs FESIX Comparison
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CSZIX vs FESIX Comparison Chart in %
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CSZIX vs. FESIX 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 CSZIX is a Hold and FESIX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. FESIX (207M). FESIX pays higher dividends than CSZIX: FESIX (2.75) vs CSZIX (1.89). CSZIX was incepted earlier than FESIX: CSZIX (12 years) vs FESIX (11 years). CSZIX (0.75) is less costly to investors than FESIX (0.18). CSZIX is a more actively managed with annual turnover of: 27.00 vs. FESIX (15.00). CSZIX (0) and FESIX (0) have matching initial minimum investment requirements. CSZIX annual gain was more profitable for investors over the last year : 8.62 vs. FESIX (4.32). CSZIX return over 5 years is better than : 6.27 vs. FESIX (-39.23).
| CSZIX | FESIX | CSZIX / FESIX | |
| Total Expense Ratio | 0.75 | 0.07 | 1,071% |
| Annual Report Gross Expense Ratio | 0.75 | 0.18 | 417% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 10.705 | 7.949 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 207M | 4,637% |
| Annual Yield % from dividends | 1.89 | 2.75 | 69% |
| Returns for 1 year | 8.62 | 4.32 | 200% |
| Returns for 3 years | 34.40 | 12.11 | 284% |
| Returns for 5 years | 6.27 | -39.23 | -16% |
| Returns for 10 years | 65.77 | -19.06 | -345% |
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