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CSZIX vs SETAX
CSZIX vs SETAX Comparison
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CSZIX vs SETAX Comparison Chart in %
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CSZIX vs. SETAX commentary
Sep 13, 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 SETAX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. SETAX (74.4M). CSZIX pays higher dividends than SETAX: CSZIX (1.89) vs SETAX (1.60). CSZIX was incepted earlier than SETAX: CSZIX (12 years) vs SETAX (23 years). SETAX (1.24) is less costly to investors than CSZIX (0.75). SETAX is a more actively managed with annual turnover of: 72.00 vs. CSZIX (27.00). CSZIX has a lower initial minimum investment than SETAX: CSZIX (0) vs SETAX (100000). CSZIX annual gain was more profitable for investors over the last year : 8.62 vs. SETAX (-0.83). CSZIX return over 5 years is better than : 6.27 vs. SETAX (-2.96).
| CSZIX | SETAX | CSZIX / SETAX | |
| Total Expense Ratio | 0.75 | 1.14 | 66% |
| Annual Report Gross Expense Ratio | 0.75 | 1.24 | 60% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 10.705 | 11.349 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 74.4M | 12,902% |
| Annual Yield % from dividends | 1.89 | 1.60 | 118% |
| Returns for 1 year | 8.62 | -0.83 | -1,042% |
| Returns for 3 years | 34.40 | 22.74 | 151% |
| Returns for 5 years | 6.27 | -2.96 | -212% |
| Returns for 10 years | 65.77 | 2.02 | 3,250% |
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