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CSZIX vs HLPPX
CSZIX vs HLPPX Comparison
Open Charts CSZIX vs HLPPX
CSZIX vs HLPPX Comparison Chart in %
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CSZIX vs. HLPPX commentary
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. HLPPX (28.4M). HLPPX pays higher dividends than CSZIX: HLPPX (4.58) vs CSZIX (1.89). 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 : 8.62 vs. HLPPX (1.07). CSZIX return over 5 years is better than : 6.27 vs. HLPPX (-27.72).
| 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 | 10.705 | 12.112 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 28.4M | 33,799% |
| Annual Yield % from dividends | 1.89 | 4.58 | 41% |
| Returns for 1 year | 8.62 | 1.07 | 805% |
| Returns for 3 years | 34.40 | 3.54 | 972% |
| Returns for 5 years | 6.27 | -27.72 | -23% |
| Returns for 10 years | 65.77 | -27.36 | -240% |
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