CSZIX
Price
$20.39
Change
+$0.50 (+2.51%)
Updated
Jul 24 closing price
Net Assets
9.61B
RRREX
Price
$25.13
Change
+$0.49 (+1.99%)
Updated
Jul 24 closing price
Net Assets
959.67M
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CSZIX vs RRREX

CSZIX vs RRREX Comparison Chart in %
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CSZIX vs. RRREX commentary
Jul 26, 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 StrongBuy and RRREX is a Hold.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. RRREX (960M). CSZIX pays higher dividends than RRREX: CSZIX (2.76) vs RRREX (2.21). 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). RRREX (16.26) and CSZIX (15.59) have marching annual gain over last year. CSZIX return over 5 years is better than : 15.69 vs. RRREX (6.24).
CSZIXRRREXCSZIX / RRREX
Total Expense Ratio0.750.7699%
Annual Report Gross Expense Ratio0.750.7699%
Fund Existence12 years21 years-
Gain YTD19.05519.35098%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets9.61B960M1,001%
Annual Yield % from dividends2.762.21125%
Returns for 1 year15.5916.2696%
Returns for 3 years37.2532.35115%
Returns for 5 years15.696.24251%
Returns for 10 years69.0227.37252%
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