CSZIX
Price
$19.11
Change
+$0.15 (+0.79%)
Updated
Sep 11 closing price
Net Assets
9.6B
SACRX
Price
$8.39
Change
+$0.05 (+0.60%)
Updated
Sep 11 closing price
Net Assets
72.24M
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CSZIX vs SACRX

CSZIX vs SACRX Comparison Chart in %
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CSZIX vs. SACRX commentary
Sep 12, 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 SACRX is a Buy.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. SACRX (72.2M). SACRX pays higher dividends than CSZIX: SACRX (9.33) vs CSZIX (1.89). CSZIX was incepted earlier than SACRX: CSZIX (12 years) vs SACRX (11 years). SACRX (2.32) is less costly to investors than CSZIX (0.75). CSZIX is a more actively managed with annual turnover of: 27.00 vs. SACRX (8.00). CSZIX has a lower initial minimum investment than SACRX: CSZIX (0) vs SACRX (500). CSZIX annual gain was more profitable for investors over the last year : 8.62 vs. SACRX (7.71). CSZIX return over 5 years is better than : 6.27 vs. SACRX (2.75).
CSZIXSACRXCSZIX / SACRX
Total Expense Ratio0.752.3232%
Annual Report Gross Expense Ratio0.752.3232%
Fund Existence12 years11 years-
Gain YTD10.70511.45893%
Front LoadN/AN/A-
Min. Initial Investment0500-
Min. Initial Investment IRAN/AN/A-
Net Assets9.6B72.2M13,295%
Annual Yield % from dividends1.899.3320%
Returns for 1 year8.627.71112%
Returns for 3 years34.4026.09132%
Returns for 5 years6.272.75228%
Returns for 10 years65.7740.05164%
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