Interact to see
Advertisement
Advertisement
CSZIX vs HLPPX
CSZIX vs HLPPX Comparison
Open Charts CSZIX vs HLPPX
CSZIX vs HLPPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSZIX vs. HLPPX commentary
Aug 23, 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 HLPPX is a Buy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.87B vs. HLPPX (29.4M). HLPPX pays higher dividends than CSZIX: HLPPX (4.53) vs CSZIX (1.84). CSZIX was incepted earlier than HLPPX: CSZIX (12 years) vs HLPPX (17 years). HLPPX (3.58) is less costly to investors than CSZIX (0.75). HLPPX is a more actively managed with annual turnover of: 85.95 vs. CSZIX (27.00). CSZIX has a lower initial minimum investment than HLPPX: CSZIX (0) vs HLPPX (2500). CSZIX annual gain was more profitable for investors over the last year : 14.81 vs. HLPPX (7.02). CSZIX return over 5 years is better than : 11.07 vs. HLPPX (-25.24).
| CSZIX | HLPPX | CSZIX / HLPPX | |
| Total Expense Ratio | 0.75 | 1.80 | 42% |
| Annual Report Gross Expense Ratio | 0.75 | 3.58 | 21% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 15.260 | 15.736 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 29.4M | 33,554% |
| Annual Yield % from dividends | 1.84 | 4.53 | 41% |
| Returns for 1 year | 14.81 | 7.02 | 211% |
| Returns for 3 years | 42.33 | 11.94 | 355% |
| Returns for 5 years | 11.07 | -25.24 | -44% |
| Returns for 10 years | 65.37 | -27.23 | -240% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement