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CSZIX vs NRERX
CSZIX vs NRERX Comparison
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CSZIX vs NRERX Comparison Chart in %
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CSZIX vs. NRERX commentary
Aug 03, 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.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. NRERX (601M). CSZIX pays higher dividends than NRERX: CSZIX (2.69) vs NRERX (1.24). 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 : 16.86 vs. NRERX (15.12). CSZIX return over 5 years is better than : 12.74 vs. NRERX (-6.85).
| CSZIX | NRERX | CSZIX / NRERX | |
| Total Expense Ratio | 0.75 | 1.46 | 51% |
| Annual Report Gross Expense Ratio | 0.75 | 1.66 | 45% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 16.252 | 15.574 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 601M | 1,599% |
| Annual Yield % from dividends | 2.69 | 1.24 | 218% |
| Returns for 1 year | 16.86 | 15.12 | 111% |
| Returns for 3 years | 35.18 | 26.13 | 135% |
| Returns for 5 years | 12.74 | -6.85 | -186% |
| Returns for 10 years | 64.33 | 14.48 | 444% |