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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 24, 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: 9.36B vs. HLPPX (31.5M). CSZIX pays higher dividends than HLPPX: CSZIX (2.88) vs HLPPX (2.24). 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 : 11.37 vs. HLPPX (4.04). CSZIX return over 5 years is better than : 12.49 vs. HLPPX (-24.74).
| 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 | 11.782 | 15.054 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 31.5M | 29,711% |
| Annual Yield % from dividends | 2.88 | 2.24 | 128% |
| Returns for 1 year | 11.37 | 4.04 | 282% |
| Returns for 3 years | 39.73 | 13.32 | 298% |
| Returns for 5 years | 12.49 | -24.74 | -50% |
| Returns for 10 years | 67.67 | -21.89 | -309% |
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