CSZIX
Price
$19.69
Change
+$0.20 (+1.03%)
Updated
Jul 2 closing price
Net Assets
9.36B
ICRPX
Price
$29.84
Change
+$0.39 (+1.32%)
Updated
Jul 2 closing price
Net Assets
95.9M
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CSZIX vs ICRPX

CSZIX vs ICRPX Comparison Chart in %
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CSZIX vs. ICRPX commentary
Jul 05, 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 ICRPX is a Hold.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.36B vs. ICRPX (95.9M). ICRPX pays higher dividends than CSZIX: ICRPX (3.90) vs CSZIX (2.76). 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 : 20.13 vs. CSZIX (13.69). CSZIX return over 5 years is better than : 15.57 vs. ICRPX (-8.13).
CSZIXICRPXCSZIX / ICRPX
Total Expense Ratio0.751.3556%
Annual Report Gross Expense Ratio0.751.6047%
Fund Existence12 years20 years-
Gain YTD14.96819.07978%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets9.36B95.9M9,759%
Annual Yield % from dividends2.763.9071%
Returns for 1 year13.6920.1368%
Returns for 3 years35.1222.56156%
Returns for 5 years15.57-8.13-191%
Returns for 10 years67.46-2.22-3,040%
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