Interact to see
Advertisement
Advertisement
CSZIX vs NBRFX
CSZIX vs NBRFX Comparison
Open Charts CSZIX vs NBRFX
CSZIX vs NBRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSZIX vs. NBRFX commentary
Jun 27, 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 StrongBuy and NBRFX is a Buy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.36B vs. NBRFX (615M). CSZIX pays higher dividends than NBRFX: CSZIX (2.88) vs NBRFX (1.80). CSZIX was incepted earlier than NBRFX: CSZIX (12 years) vs NBRFX (24 years). NBRFX (1.40) is less costly to investors than CSZIX (0.75). NBRFX is a more actively managed with annual turnover of: 57.00 vs. CSZIX (27.00). CSZIX has a lower initial minimum investment than NBRFX: CSZIX (0) vs NBRFX (1000). CSZIX annual gain was more profitable for investors over the last year : 16.84 vs. NBRFX (13.43). CSZIX return over 5 years is better than : 16.69 vs. NBRFX (-2.70).
| CSZIX | NBRFX | CSZIX / NBRFX | |
| Total Expense Ratio | 0.75 | 1.40 | 54% |
| Annual Report Gross Expense Ratio | 0.75 | 1.40 | 54% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 16.420 | 14.814 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 615M | 1,522% |
| Annual Yield % from dividends | 2.88 | 1.80 | 160% |
| Returns for 1 year | 16.84 | 13.43 | 125% |
| Returns for 3 years | 40.60 | 30.24 | 134% |
| Returns for 5 years | 16.69 | -2.70 | -618% |
| Returns for 10 years | 71.29 | 23.31 | 306% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers