CSZIX
Price
$19.60
Change
+$0.26 (+1.34%)
Updated
Aug 12 closing price
Net Assets
9.87B
RPFRX
Price
$41.21
Change
+$0.36 (+0.88%)
Updated
Aug 12 closing price
Net Assets
121.22M
Interact to see
Advertisement

CSZIX vs RPFRX

CSZIX vs RPFRX Comparison Chart in %
View a ticker or compare two or three
VS
CSZIX vs. RPFRX commentary
Aug 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 RPFRX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.87B vs. RPFRX (121M). RPFRX pays higher dividends than CSZIX: RPFRX (2.65) vs CSZIX (1.84). CSZIX was incepted earlier than RPFRX: CSZIX (12 years) vs RPFRX (33 years). RPFRX (1.02) is less costly to investors than CSZIX (0.75). CSZIX is a more actively managed with annual turnover of: 27.00 vs. RPFRX (17.00). CSZIX has a lower initial minimum investment than RPFRX: CSZIX (0) vs RPFRX (1000). CSZIX annual gain was more profitable for investors over the last year : 14.16 vs. RPFRX (6.87). CSZIX return over 5 years is better than : 8.51 vs. RPFRX (-7.84).
CSZIXRPFRXCSZIX / RPFRX
Total Expense Ratio0.751.0075%
Annual Report Gross Expense Ratio0.751.0274%
Fund Existence12 years33 years-
Gain YTD12.92412.667102%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.87B121M8,153%
Annual Yield % from dividends1.842.6569%
Returns for 1 year14.166.87206%
Returns for 3 years34.1411.95286%
Returns for 5 years8.51-7.84-109%
Returns for 10 years60.5219.54310%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RVPHX10.690.13
+1.23%
Royce Smaller-Companies Growth Invmt
VGOSX66.68N/A
N/A
Voya Large-Cap Growth R6
ARAHX6.83N/A
N/A
Aristotle Small/Mid Cap Equity A
BIOPX61.48N/A
N/A
Baron Opportunity Retail
MSFFX20.50N/A
N/A
MFS Total Return R1