CSZIX
Price
$19.69
Change
+$0.20 (+1.03%)
Updated
Jul 2 closing price
Net Assets
9.36B
SACRX
Price
$8.73
Change
+$0.09 (+1.04%)
Updated
Jul 2 closing price
Net Assets
75.37M
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CSZIX vs SACRX

CSZIX vs SACRX Comparison Chart in %
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CSZIX vs. SACRX commentary
Jul 06, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.36B vs. SACRX (75.4M). 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 : 15.74 vs. CSZIX (13.69). CSZIX return over 5 years is better than : 15.57 vs. SACRX (13.78).
CSZIXSACRXCSZIX / SACRX
Total Expense Ratio0.752.3232%
Annual Report Gross Expense Ratio0.752.3232%
Fund Existence12 years10 years-
Gain YTD14.96816.67090%
Front LoadN/AN/A-
Min. Initial Investment0500-
Min. Initial Investment IRAN/AN/A-
Net Assets9.36B75.4M12,412%
Annual Yield % from dividends2.769.1730%
Returns for 1 year13.6915.7487%
Returns for 3 years35.1227.86126%
Returns for 5 years15.5713.78113%
Returns for 10 years67.4639.84169%
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