CSZIX
Price
$19.11
Change
+$0.15 (+0.79%)
Updated
Sep 11 closing price
Net Assets
9.6B
IARRX
Price
$17.74
Change
+$0.13 (+0.74%)
Updated
Sep 11 closing price
Net Assets
654.43M
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CSZIX vs IARRX

CSZIX vs IARRX Comparison Chart in %
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CSZIX vs. IARRX commentary
Sep 13, 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.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. IARRX (654M). CSZIX pays higher dividends than IARRX: CSZIX (1.89) vs IARRX (1.13). 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 : 8.62 vs. IARRX (4.28). CSZIX return over 5 years is better than : 6.27 vs. IARRX (-17.14).
CSZIXIARRXCSZIX / IARRX
Total Expense Ratio0.751.5249%
Annual Report Gross Expense Ratio0.751.5249%
Fund Existence12 years22 years-
Gain YTD10.70511.57393%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.6B654M1,468%
Annual Yield % from dividends1.891.13167%
Returns for 1 year8.624.28201%
Returns for 3 years34.4014.72234%
Returns for 5 years6.27-17.14-37%
Returns for 10 years65.77-17.66-372%
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