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CSZIX vs NBRFX
CSZIX vs NBRFX Comparison
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CSZIX vs NBRFX Comparison Chart in %
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CSZIX vs. NBRFX commentary
Jun 04, 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 NBRFX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.52B vs. NBRFX (602M). 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 : 10.53 vs. NBRFX (8.59). CSZIX return over 5 years is better than : 11.94 vs. NBRFX (-4.74).
| 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 | 10.449 | 11.199 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 602M | 1,582% |
| Annual Yield % from dividends | 2.88 | 1.80 | 160% |
| Returns for 1 year | 10.53 | 8.59 | 123% |
| Returns for 3 years | 35.47 | 27.63 | 128% |
| Returns for 5 years | 11.94 | -4.74 | -252% |
| Returns for 10 years | 67.63 | 23.25 | 291% |
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