Interact to see
Advertisement
Advertisement
CSZIX vs JIREX
CSZIX vs JIREX Comparison
Open Charts CSZIX vs JIREX
CSZIX vs JIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSZIX vs. JIREX commentary
Aug 23, 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 JIREX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.87B vs. JIREX (324M). CSZIX pays higher dividends than JIREX: CSZIX (1.84) vs JIREX (1.45). CSZIX was incepted earlier than JIREX: CSZIX (12 years) vs JIREX (21 years). JIREX (0.86) is less costly to investors than CSZIX (0.75). JIREX is a more actively managed with annual turnover of: 105.00 vs. CSZIX (27.00). CSZIX (0) and JIREX (0) have matching initial minimum investment requirements. JIREX annual gain was more profitable for investors over the last year : 19.21 vs. CSZIX (14.81). CSZIX return over 5 years is better than : 11.07 vs. JIREX (-5.31).
| CSZIX | JIREX | CSZIX / JIREX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.75 | 0.86 | 87% |
| Fund Existence | 12 years | 21 years | - |
| Gain YTD | 15.260 | 15.681 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 324M | 3,045% |
| Annual Yield % from dividends | 1.84 | 1.45 | 127% |
| Returns for 1 year | 14.81 | 19.21 | 77% |
| Returns for 3 years | 42.33 | 42.96 | 99% |
| Returns for 5 years | 11.07 | -5.31 | -209% |
| Returns for 10 years | 65.37 | 14.40 | 454% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UNHG | 19.55 | 0.55 | +2.91% |
| Leverage Shares 2X Long UNH Daily ETF | |||
| IJR | 147.31 | 0.94 | +0.64% |
| iShares Core S&P Small-Cap ETF | |||
| QQHG | 66.11 | 0.06 | +0.09% |
| Invesco QQQ Hedged Advantage ETF | |||
| SEIX | 23.21 | 0.01 | +0.04% |
| Virtus Seix Senior Loan ETF | |||
| MYN | 9.69 | -0.09 | -0.92% |
| Blackrock Muniyield NEW York Quality Fund | |||