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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 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.87B vs. HLRRX (29.4M). HLRRX pays higher dividends than CSZIX: HLRRX (4.69) vs CSZIX (1.84). 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 : 14.81 vs. HLRRX (7.30). CSZIX return over 5 years is better than : 11.07 vs. HLRRX (-23.98).
| 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 | 15.260 | 15.962 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 29.4M | 33,554% |
| Annual Yield % from dividends | 1.84 | 4.69 | 39% |
| Returns for 1 year | 14.81 | 7.30 | 203% |
| Returns for 3 years | 42.33 | 13.00 | 326% |
| Returns for 5 years | 11.07 | -23.98 | -46% |
| Returns for 10 years | 65.37 | -24.73 | -264% |
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