CSZIX
Price
$18.96
Change
-$0.15 (-0.78%)
Updated
Sep 14 closing price
Net Assets
9.6B
RRREX
Price
$23.20
Change
-$0.17 (-0.73%)
Updated
Sep 14 closing price
Net Assets
885.07M
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CSZIX vs RRREX

CSZIX vs RRREX Comparison Chart in %
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CSZIX vs. RRREX commentary
Sep 16, 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 RRREX is a Hold.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. RRREX (885M). RRREX pays higher dividends than CSZIX: RRREX (2.24) vs CSZIX (1.89). CSZIX was incepted earlier than RRREX: CSZIX (12 years) vs RRREX (21 years). RRREX (0.76) and CSZIX (0.75) have similar cost to investors . RRREX is a more actively managed with annual turnover of: 100.00 vs. CSZIX (27.00). CSZIX has a lower initial minimum investment than RRREX: CSZIX (0) vs RRREX (2500). CSZIX (9.10) and RRREX (8.90) have marching annual gain over last year. CSZIX return over 5 years is better than : 5.45 vs. RRREX (-2.65).
CSZIXRRREXCSZIX / RRREX
Total Expense Ratio0.750.7699%
Annual Report Gross Expense Ratio0.750.7699%
Fund Existence12 years21 years-
Gain YTD10.70510.99197%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets9.6B885M1,085%
Annual Yield % from dividends1.892.2484%
Returns for 1 year9.108.90102%
Returns for 3 years33.5427.65121%
Returns for 5 years5.45-2.65-206%
Returns for 10 years64.3826.38244%
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