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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
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 HLRRX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. HLRRX (29.8M). HLRRX pays higher dividends than CSZIX: HLRRX (4.69) vs CSZIX (2.69). 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 : 16.86 vs. HLRRX (5.26). CSZIX return over 5 years is better than : 12.74 vs. HLRRX (-24.76).
| 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 | 16.252 | 15.150 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 29.8M | 32,245% |
| Annual Yield % from dividends | 2.69 | 4.69 | 57% |
| Returns for 1 year | 16.86 | 5.26 | 321% |
| Returns for 3 years | 35.18 | 5.54 | 636% |
| Returns for 5 years | 12.74 | -24.76 | -51% |
| Returns for 10 years | 64.33 | -24.12 | -267% |
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