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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
Jun 03, 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: 9.52B vs. FESIX (188M). CSZIX pays higher dividends than FESIX: CSZIX (2.88) vs FESIX (2.72). CSZIX was incepted earlier than FESIX: CSZIX (12 years) vs FESIX (10 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 (7.00). CSZIX (0) and FESIX (0) have matching initial minimum investment requirements. CSZIX annual gain was more profitable for investors over the last year : 10.53 vs. FESIX (9.02). CSZIX return over 5 years is better than : 11.94 vs. FESIX (-38.39).
| 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 | 10 years | - |
| Gain YTD | 10.449 | 7.129 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 188M | 5,065% |
| Annual Yield % from dividends | 2.88 | 2.72 | 106% |
| Returns for 1 year | 10.53 | 9.02 | 117% |
| Returns for 3 years | 35.47 | 9.12 | 389% |
| Returns for 5 years | 11.94 | -38.39 | -31% |
| Returns for 10 years | 67.63 | -18.31 | -369% |
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