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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
Jun 04, 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: 9.52B vs. HLPPX (30.1M). CSZIX pays higher dividends than HLPPX: CSZIX (2.88) vs HLPPX (2.24). CSZIX was incepted earlier than HLPPX: CSZIX (12 years) vs HLPPX (16 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 : 10.53 vs. HLPPX (2.69). CSZIX return over 5 years is better than : 11.94 vs. HLPPX (-25.99).
| 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 | 16 years | - |
| Gain YTD | 10.449 | 12.542 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 30.1M | 31,638% |
| Annual Yield % from dividends | 2.88 | 2.24 | 128% |
| Returns for 1 year | 10.53 | 2.69 | 391% |
| Returns for 3 years | 35.47 | 8.48 | 418% |
| Returns for 5 years | 11.94 | -25.99 | -46% |
| Returns for 10 years | 67.63 | -25.68 | -263% |
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