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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
Jul 14, 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 StrongBuy and HLRRX is a Buy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. HLRRX (30.2M). CSZIX pays higher dividends than HLRRX: CSZIX (2.76) vs HLRRX (2.39). 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 : 14.24 vs. HLRRX (2.36). CSZIX return over 5 years is better than : 12.88 vs. HLRRX (-23.54).
| 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 | 15.143 | 14.802 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 30.2M | 31,818% |
| Annual Yield % from dividends | 2.76 | 2.39 | 116% |
| Returns for 1 year | 14.24 | 2.36 | 603% |
| Returns for 3 years | 32.82 | 5.87 | 559% |
| Returns for 5 years | 12.88 | -23.54 | -55% |
| Returns for 10 years | 65.31 | -23.72 | -275% |
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