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CSZIX vs HLRRX
CSZIX vs HLRRX Comparison
Open Charts CSZIX vs HLRRX
CSZIX vs HLRRX Comparison Chart in %
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CSZIX vs. HLRRX 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 HLRRX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. HLRRX (28.1M). HLRRX pays higher dividends than CSZIX: HLRRX (4.75) vs CSZIX (1.89). CSZIX was incepted earlier than HLRRX: CSZIX (12 years) vs HLRRX (24 years). HLRRX (2.82) is less costly to investors than CSZIX (0.75). HLRRX is a more actively managed with annual turnover of: 85.95 vs. CSZIX (27.00). CSZIX has a lower initial minimum investment than HLRRX: CSZIX (0) vs HLRRX (10000). CSZIX annual gain was more profitable for investors over the last year : 8.62 vs. HLRRX (1.39). CSZIX return over 5 years is better than : 6.27 vs. HLRRX (-26.46).
| CSZIX | HLRRX | CSZIX / HLRRX | |
| Total Expense Ratio | 0.75 | 1.55 | 48% |
| Annual Report Gross Expense Ratio | 0.75 | 2.82 | 27% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 10.705 | 12.367 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 28.1M | 34,160% |
| Annual Yield % from dividends | 1.89 | 4.75 | 40% |
| Returns for 1 year | 8.62 | 1.39 | 621% |
| Returns for 3 years | 34.40 | 4.57 | 754% |
| Returns for 5 years | 6.27 | -26.46 | -24% |
| Returns for 10 years | 65.77 | -24.92 | -264% |
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