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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
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 HLRRX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.36B vs. HLRRX (31.5M). CSZIX pays higher dividends than HLRRX: CSZIX (2.88) vs HLRRX (2.44). 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 : 11.37 vs. HLRRX (4.35). CSZIX return over 5 years is better than : 12.49 vs. HLRRX (-23.44).
| 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 | 11.782 | 15.252 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 31.5M | 29,711% |
| Annual Yield % from dividends | 2.88 | 2.44 | 118% |
| Returns for 1 year | 11.37 | 4.35 | 261% |
| Returns for 3 years | 39.73 | 14.44 | 275% |
| Returns for 5 years | 12.49 | -23.44 | -53% |
| Returns for 10 years | 67.67 | -19.24 | -352% |
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