CSZIX
Price
$19.11
Change
+$0.15 (+0.79%)
Updated
Sep 11 closing price
Net Assets
9.6B
IARCX
Price
$17.56
Change
+$0.12 (+0.69%)
Updated
Sep 11 closing price
Net Assets
659.16M
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CSZIX vs IARCX

CSZIX vs IARCX Comparison Chart in %
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CSZIX vs. IARCX commentary
Sep 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 Hold and IARCX is a Hold.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. IARCX (659M). CSZIX pays higher dividends than IARCX: CSZIX (1.89) vs IARCX (0.67). CSZIX was incepted earlier than IARCX: CSZIX (12 years) vs IARCX (31 years). IARCX (2.02) is less costly to investors than CSZIX (0.75). IARCX is a more actively managed with annual turnover of: 63.00 vs. CSZIX (27.00). CSZIX has a lower initial minimum investment than IARCX: CSZIX (0) vs IARCX (1000). CSZIX annual gain was more profitable for investors over the last year : 9.48 vs. IARCX (4.49). CSZIX return over 5 years is better than : 7.11 vs. IARCX (-18.72).
CSZIXIARCXCSZIX / IARCX
Total Expense Ratio0.752.0237%
Annual Report Gross Expense Ratio0.752.0237%
Fund Existence12 years31 years-
Gain YTD11.58111.95897%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.6B659M1,457%
Annual Yield % from dividends1.890.67282%
Returns for 1 year9.484.49211%
Returns for 3 years35.4713.78257%
Returns for 5 years7.11-18.72-38%
Returns for 10 years67.08-21.41-313%
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