Interact to see
Advertisement
Advertisement
CSZIX vs PHRAX
CSZIX vs PHRAX Comparison
Open Charts CSZIX vs PHRAX
CSZIX vs PHRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSZIX vs. PHRAX 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 PHRAX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. PHRAX (367M). CSZIX pays higher dividends than PHRAX: CSZIX (2.69) vs PHRAX (1.79). CSZIX was incepted earlier than PHRAX: CSZIX (12 years) vs PHRAX (31 years). PHRAX (1.35) is less costly to investors than CSZIX (0.75). CSZIX is a more actively managed with annual turnover of: 27.00 vs. PHRAX (17.00). CSZIX has a lower initial minimum investment than PHRAX: CSZIX (0) vs PHRAX (2500). PHRAX annual gain was more profitable for investors over the last year : 18.08 vs. CSZIX (16.86). CSZIX return over 5 years is better than : 12.74 vs. PHRAX (-10.56).
| CSZIX | PHRAX | CSZIX / PHRAX | |
| Total Expense Ratio | 0.75 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 0.75 | 1.35 | 56% |
| Fund Existence | 12 years | 31 years | - |
| Gain YTD | 16.252 | 20.093 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 367M | 2,618% |
| Annual Yield % from dividends | 2.69 | 1.79 | 150% |
| Returns for 1 year | 16.86 | 18.08 | 93% |
| Returns for 3 years | 35.18 | 14.14 | 249% |
| Returns for 5 years | 12.74 | -10.56 | -121% |
| Returns for 10 years | 64.33 | -34.90 | -184% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement