CSZIX
Price
$20.39
Change
+$0.50 (+2.51%)
Updated
Jul 24 closing price
Net Assets
9.61B
SACRX
Price
$9.06
Change
+$0.19 (+2.14%)
Updated
Jul 24 closing price
Net Assets
78.34M
Interact to see
Advertisement

CSZIX vs SACRX

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

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. SACRX (78.3M). SACRX pays higher dividends than CSZIX: SACRX (9.17) vs CSZIX (2.76). 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). SACRX annual gain was more profitable for investors over the last year : 18.82 vs. CSZIX (15.59). CSZIX return over 5 years is better than : 15.69 vs. SACRX (13.35).
CSZIXSACRXCSZIX / SACRX
Total Expense Ratio0.752.3232%
Annual Report Gross Expense Ratio0.752.3232%
Fund Existence12 years10 years-
Gain YTD19.05521.08090%
Front LoadN/AN/A-
Min. Initial Investment0500-
Min. Initial Investment IRAN/AN/A-
Net Assets9.61B78.3M12,272%
Annual Yield % from dividends2.769.1730%
Returns for 1 year15.5918.8283%
Returns for 3 years37.2529.93124%
Returns for 5 years15.6913.35117%
Returns for 10 years69.0242.12164%
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 %
TWVLX9.320.12
+1.30%
American Century Value Inv
MIINX20.460.10
+0.49%
BNY Mellon International Inv
SAMKX45.180.08
+0.18%
SA US Core Market
RYDKX112.06-0.61
-0.54%
Rydex Dow Jones Industrial Average® C
PIEIX39.00-0.82
-2.06%
Principal Glb Emerging Markets Inst