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CSZIX vs IARIX
CSZIX vs IARIX Comparison
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CSZIX vs IARIX Comparison Chart in %
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CSZIX vs. IARIX commentary
Sep 04, 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 Buy and IARIX is a Buy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.87B vs. IARIX (666M). CSZIX pays higher dividends than IARIX: CSZIX (1.89) vs IARIX (1.70). CSZIX was incepted earlier than IARIX: CSZIX (12 years) vs IARIX (22 years). IARIX (0.89) is less costly to investors than CSZIX (0.75). IARIX is a more actively managed with annual turnover of: 63.00 vs. CSZIX (27.00). CSZIX has a lower initial minimum investment than IARIX: CSZIX (0) vs IARIX (1000000). CSZIX annual gain was more profitable for investors over the last year : 13.72 vs. IARIX (9.18). CSZIX return over 5 years is better than : 4.89 vs. IARIX (-16.65).
| CSZIX | IARIX | CSZIX / IARIX | |
| Total Expense Ratio | 0.75 | 0.89 | 84% |
| Annual Report Gross Expense Ratio | 0.75 | 0.89 | 84% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 13.450 | 13.889 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 666M | 1,481% |
| Annual Yield % from dividends | 1.89 | 1.70 | 112% |
| Returns for 1 year | 13.72 | 9.18 | 149% |
| Returns for 3 years | 35.80 | 17.52 | 204% |
| Returns for 5 years | 4.89 | -16.65 | -29% |
| Returns for 10 years | 61.47 | -15.55 | -395% |
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