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CSZIX vs FRESX
CSZIX vs FRESX Comparison
Open Charts CSZIX vs FRESX
CSZIX vs FRESX Comparison Chart in %
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CSZIX vs. FRESX 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 FRESX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. FRESX (3.32B). FRESX pays higher dividends than CSZIX: FRESX (2.03) vs CSZIX (1.89). CSZIX was incepted earlier than FRESX: CSZIX (12 years) vs FRESX (40 years). CSZIX (0.75) is less costly to investors than FRESX (0.64). FRESX is a more actively managed with annual turnover of: 35.00 vs. CSZIX (27.00). CSZIX (0) and FRESX (0) have matching initial minimum investment requirements. CSZIX annual gain was more profitable for investors over the last year : 8.62 vs. FRESX (6.29). CSZIX return over 5 years is better than : 6.27 vs. FRESX (-9.60).
| CSZIX | FRESX | CSZIX / FRESX | |
| Total Expense Ratio | 0.75 | 0.64 | 117% |
| Annual Report Gross Expense Ratio | 0.75 | 0.64 | 117% |
| Fund Existence | 12 years | 40 years | - |
| Gain YTD | 10.705 | 8.625 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 3.32B | 289% |
| Annual Yield % from dividends | 1.89 | 2.03 | 93% |
| Returns for 1 year | 8.62 | 6.29 | 137% |
| Returns for 3 years | 34.40 | 21.92 | 157% |
| Returns for 5 years | 6.27 | -9.60 | -65% |
| Returns for 10 years | 65.77 | 17.13 | 384% |
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