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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
Aug 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: 9.61B vs. FESIX (212M). CSZIX (2.69) and FESIX (2.68) have matching dividends . 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 : 16.86 vs. FESIX (14.85). CSZIX return over 5 years is better than : 12.74 vs. FESIX (-37.35).
| 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 | 16.252 | 13.707 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 212M | 4,533% |
| Annual Yield % from dividends | 2.69 | 2.68 | 101% |
| Returns for 1 year | 16.86 | 14.85 | 113% |
| Returns for 3 years | 35.18 | 10.28 | 342% |
| Returns for 5 years | 12.74 | -37.35 | -34% |
| Returns for 10 years | 64.33 | -20.51 | -314% |
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