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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
Aug 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 IARIX is a Buy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.87B vs. IARIX (681M). CSZIX pays higher dividends than IARIX: CSZIX (1.84) vs IARIX (1.65). 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 : 16.00 vs. IARIX (11.42). CSZIX return over 5 years is better than : 11.20 vs. IARIX (-11.90).
| 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 | 15.727 | 15.741 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 681M | 1,449% |
| Annual Yield % from dividends | 1.84 | 1.65 | 111% |
| Returns for 1 year | 16.00 | 11.42 | 140% |
| Returns for 3 years | 38.09 | 18.99 | 201% |
| Returns for 5 years | 11.20 | -11.90 | -94% |
| Returns for 10 years | 64.30 | -14.55 | -442% |
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