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CSZIX vs ICRPX
CSZIX vs ICRPX Comparison
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CSZIX vs ICRPX Comparison Chart in %
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CSZIX vs. ICRPX commentary
Sep 10, 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 ICRPX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. ICRPX (197M). CSZIX pays higher dividends than ICRPX: CSZIX (1.89) vs ICRPX (1.66). CSZIX was incepted earlier than ICRPX: CSZIX (12 years) vs ICRPX (20 years). ICRPX (1.60) is less costly to investors than CSZIX (0.75). ICRPX is a more actively managed with annual turnover of: 97.00 vs. CSZIX (27.00). CSZIX (0) and ICRPX (0) have matching initial minimum investment requirements. ICRPX annual gain was more profitable for investors over the last year : 15.34 vs. CSZIX (12.19). CSZIX return over 5 years is better than : 8.12 vs. ICRPX (-14.72).
| CSZIX | ICRPX | CSZIX / ICRPX | |
| Total Expense Ratio | 0.75 | 1.35 | 56% |
| Annual Report Gross Expense Ratio | 0.75 | 1.60 | 47% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 12.632 | 15.926 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 197M | 4,873% |
| Annual Yield % from dividends | 1.89 | 1.66 | 114% |
| Returns for 1 year | 12.19 | 15.34 | 80% |
| Returns for 3 years | 37.01 | 33.40 | 111% |
| Returns for 5 years | 8.12 | -14.72 | -55% |
| Returns for 10 years | 66.27 | -1.68 | -3,953% |
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