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CSZIX vs IARRX
CSZIX vs IARRX Comparison
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CSZIX vs IARRX Comparison Chart in %
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CSZIX vs. IARRX commentary
Jun 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 Buy and IARRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.36B vs. IARRX (700M). CSZIX pays higher dividends than IARRX: CSZIX (2.88) vs IARRX (1.24). CSZIX was incepted earlier than IARRX: CSZIX (12 years) vs IARRX (22 years). IARRX (1.63) is less costly to investors than CSZIX (0.75). IARRX is a more actively managed with annual turnover of: 63.00 vs. CSZIX (27.00). CSZIX has a lower initial minimum investment than IARRX: CSZIX (0) vs IARRX (1000). CSZIX annual gain was more profitable for investors over the last year : 14.40 vs. IARRX (8.00). CSZIX return over 5 years is better than : 13.64 vs. IARRX (-13.14).
| CSZIX | IARRX | CSZIX / IARRX | |
| Total Expense Ratio | 0.75 | 1.63 | 46% |
| Annual Report Gross Expense Ratio | 0.75 | 1.63 | 46% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 15.145 | 15.613 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 700M | 1,337% |
| Annual Yield % from dividends | 2.88 | 1.24 | 232% |
| Returns for 1 year | 14.40 | 8.00 | 180% |
| Returns for 3 years | 38.71 | 16.31 | 237% |
| Returns for 5 years | 13.64 | -13.14 | -104% |
| Returns for 10 years | 74.98 | -12.93 | -580% |
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