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CSZIX vs NBRFX
CSZIX vs NBRFX Comparison
Open Charts CSZIX vs NBRFX
CSZIX vs NBRFX Comparison Chart in %
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CSZIX vs. NBRFX commentary
Jul 21, 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: 9.61B vs. NBRFX (614M). CSZIX pays higher dividends than NBRFX: CSZIX (2.76) vs NBRFX (1.65). 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 (15.87) and NBRFX (15.39) have marching annual gain over last year. CSZIX return over 5 years is better than : 14.77 vs. NBRFX (-3.02).
| 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 | 17.303 | 17.833 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 614M | 1,565% |
| Annual Yield % from dividends | 2.76 | 1.65 | 168% |
| Returns for 1 year | 15.87 | 15.39 | 103% |
| Returns for 3 years | 37.43 | 30.20 | 124% |
| Returns for 5 years | 14.77 | -3.02 | -489% |
| Returns for 10 years | 67.36 | 21.64 | 311% |
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