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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
Jul 11, 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 (207M). CSZIX (2.76) and FESIX (2.74) have matching dividends . 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 : 13.53 vs. FESIX (11.55). CSZIX return over 5 years is better than : 12.59 vs. FESIX (-37.80).
| 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 | 14.617 | 11.516 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 207M | 4,642% |
| Annual Yield % from dividends | 2.76 | 2.74 | 101% |
| Returns for 1 year | 13.53 | 11.55 | 117% |
| Returns for 3 years | 33.45 | 7.85 | 426% |
| Returns for 5 years | 12.59 | -37.80 | -33% |
| Returns for 10 years | 63.84 | -21.38 | -299% |
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