CSZIX
Price
$19.53
Change
+$0.25 (+1.30%)
Updated
Jun 22 closing price
Net Assets
9.36B
NRERX
Price
$15.03
Change
+$0.15 (+1.01%)
Updated
Jun 22 closing price
Net Assets
609.35M
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CSZIX vs NRERX

CSZIX vs NRERX Comparison Chart in %
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CSZIX vs. NRERX commentary
Jun 24, 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 NRERX is a Buy.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.36B vs. NRERX (609M). CSZIX pays higher dividends than NRERX: CSZIX (2.88) vs NRERX (1.43). CSZIX was incepted earlier than NRERX: CSZIX (12 years) vs NRERX (16 years). NRERX (1.66) is less costly to investors than CSZIX (0.75). NRERX is a more actively managed with annual turnover of: 57.00 vs. CSZIX (27.00). CSZIX (0) and NRERX (0) have matching initial minimum investment requirements. CSZIX annual gain was more profitable for investors over the last year : 11.37 vs. NRERX (10.23). CSZIX return over 5 years is better than : 12.49 vs. NRERX (-5.35).
CSZIXNRERXCSZIX / NRERX
Total Expense Ratio0.751.4651%
Annual Report Gross Expense Ratio0.751.6645%
Fund Existence12 years16 years-
Gain YTD11.78213.38688%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets9.36B609M1,537%
Annual Yield % from dividends2.881.43202%
Returns for 1 year11.3710.23111%
Returns for 3 years39.7331.38127%
Returns for 5 years12.49-5.35-233%
Returns for 10 years67.6719.75343%
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