CSZIX
Price
$19.11
Change
+$0.06 (+0.31%)
Updated
Jun 2 closing price
Net Assets
9.52B
NRERX
Price
$14.77
Change
+$0.03 (+0.20%)
Updated
Jun 2 closing price
Net Assets
601.64M
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CSZIX vs NRERX

Header iconCSZIX vs NRERX Comparison
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CSZIX vs NRERX Comparison Chart in %
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CSZIX vs. NRERX 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 NRERX is a Hold.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.52B vs. NRERX (602M). 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 : 10.53 vs. NRERX (8.17). CSZIX return over 5 years is better than : 11.94 vs. NRERX (-6.69).
CSZIXNRERXCSZIX / NRERX
Total Expense Ratio0.751.4651%
Annual Report Gross Expense Ratio0.751.6645%
Fund Existence12 years16 years-
Gain YTD10.44911.01995%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets9.52B602M1,582%
Annual Yield % from dividends2.881.43202%
Returns for 1 year10.538.17129%
Returns for 3 years35.4726.02136%
Returns for 5 years11.94-6.69-179%
Returns for 10 years67.6318.20372%
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