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 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 HLPPX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. HLPPX (29.8M). HLPPX pays higher dividends than CSZIX: HLPPX (4.53) vs CSZIX (2.69). 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 : 16.86 vs. HLPPX (4.97). CSZIX return over 5 years is better than : 12.74 vs. HLPPX (-26.06).
| 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 | 16.252 | 14.918 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 29.8M | 32,245% |
| Annual Yield % from dividends | 2.69 | 4.53 | 59% |
| Returns for 1 year | 16.86 | 4.97 | 339% |
| Returns for 3 years | 35.18 | 4.47 | 786% |
| Returns for 5 years | 12.74 | -26.06 | -49% |
| Returns for 10 years | 64.33 | -26.64 | -242% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers