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CSZIX vs SACRX
CSZIX vs SACRX Comparison
Open Charts CSZIX vs SACRX
CSZIX vs SACRX Comparison Chart in %
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CSZIX vs. SACRX commentary
Jun 03, 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 Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.52B vs. SACRX (72.8M). SACRX pays higher dividends than CSZIX: SACRX (8.92) vs CSZIX (2.88). CSZIX was incepted earlier than SACRX: CSZIX (12 years) vs SACRX (10 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 (10.53) and SACRX (10.07) have marching annual gain over last year. CSZIX return over 5 years is better than : 11.94 vs. SACRX (10.76).
| CSZIX | SACRX | CSZIX / SACRX | |
| Total Expense Ratio | 0.75 | 2.32 | 32% |
| Annual Report Gross Expense Ratio | 0.75 | 2.32 | 32% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 10.449 | 11.125 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 72.8M | 13,081% |
| Annual Yield % from dividends | 2.88 | 8.92 | 32% |
| Returns for 1 year | 10.53 | 10.07 | 105% |
| Returns for 3 years | 35.47 | 25.12 | 141% |
| Returns for 5 years | 11.94 | 10.76 | 111% |
| Returns for 10 years | 67.63 | 40.32 | 168% |
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