CSZIX
Price
$19.11
Change
+$0.15 (+0.79%)
Updated
Sep 11 closing price
Net Assets
9.6B
PJEQX
Price
$17.79
Change
+$0.09 (+0.51%)
Updated
Sep 11 closing price
Net Assets
431.63M
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CSZIX vs PJEQX

CSZIX vs PJEQX Comparison Chart in %
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CSZIX vs. PJEQX commentary
Sep 13, 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 PJEQX is a Hold.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. PJEQX (432M). CSZIX pays higher dividends than PJEQX: CSZIX (1.89) vs PJEQX (1.71). CSZIX was incepted earlier than PJEQX: CSZIX (12 years) vs PJEQX (9 years). PJEQX (0.87) is less costly to investors than CSZIX (0.75). PJEQX is a more actively managed with annual turnover of: 84.00 vs. CSZIX (27.00). CSZIX (0) and PJEQX (0) have matching initial minimum investment requirements. PJEQX annual gain was more profitable for investors over the last year : 12.69 vs. CSZIX (8.62). PJEQX return over 5 years is better than : 14.91 vs. CSZIX (6.27).
CSZIXPJEQXCSZIX / PJEQX
Total Expense Ratio0.750.8786%
Annual Report Gross Expense Ratio0.750.8786%
Fund Existence12 years9 years-
Gain YTD10.70515.36970%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets9.6B432M2,222%
Annual Yield % from dividends1.891.71111%
Returns for 1 year8.6212.6968%
Returns for 3 years34.4043.1980%
Returns for 5 years6.2714.9142%
Returns for 10 years65.77N/A-
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