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CSZIX vs IARRX
CSZIX vs IARRX Comparison
Open Charts CSZIX vs IARRX
CSZIX vs IARRX Comparison Chart in %
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CSZIX vs. IARRX commentary
Aug 03, 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 IARRX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. IARRX (696M). CSZIX pays higher dividends than IARRX: CSZIX (2.69) vs IARRX (1.10). CSZIX was incepted earlier than IARRX: CSZIX (12 years) vs IARRX (22 years). IARRX (1.52) 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 : 16.86 vs. IARRX (12.91). CSZIX return over 5 years is better than : 12.74 vs. IARRX (-13.14).
| CSZIX | IARRX | CSZIX / IARRX | |
| Total Expense Ratio | 0.75 | 1.52 | 49% |
| Annual Report Gross Expense Ratio | 0.75 | 1.52 | 49% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 16.252 | 17.275 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 696M | 1,381% |
| Annual Yield % from dividends | 2.69 | 1.10 | 244% |
| Returns for 1 year | 16.86 | 12.91 | 131% |
| Returns for 3 years | 35.18 | 15.51 | 227% |
| Returns for 5 years | 12.74 | -13.14 | -97% |
| Returns for 10 years | 64.33 | -18.76 | -343% |
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