Interact to see
Advertisement
Advertisement
CSZIX vs SOAAX
CSZIX vs SOAAX Comparison
Open Charts CSZIX vs SOAAX
CSZIX vs SOAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSZIX vs. SOAAX commentary
Jul 14, 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 SOAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. SOAAX (74.8M). SOAAX pays higher dividends than CSZIX: SOAAX (9.62) vs CSZIX (2.76). CSZIX was incepted earlier than SOAAX: CSZIX (12 years) vs SOAAX (29 years). SOAAX (1.62) is less costly to investors than CSZIX (0.75). CSZIX is a more actively managed with annual turnover of: 27.00 vs. SOAAX (8.00). CSZIX has a lower initial minimum investment than SOAAX: CSZIX (0) vs SOAAX (500). SOAAX annual gain was more profitable for investors over the last year : 16.29 vs. CSZIX (14.24). SOAAX return over 5 years is better than : 13.78 vs. CSZIX (12.88).
| CSZIX | SOAAX | CSZIX / SOAAX | |
| Total Expense Ratio | 0.75 | 1.62 | 46% |
| Annual Report Gross Expense Ratio | 0.75 | 1.62 | 46% |
| Fund Existence | 12 years | 29 years | - |
| Gain YTD | 15.143 | 16.396 | 92% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 74.8M | 12,846% |
| Annual Yield % from dividends | 2.76 | 9.62 | 29% |
| Returns for 1 year | 14.24 | 16.29 | 87% |
| Returns for 3 years | 32.82 | 27.46 | 120% |
| Returns for 5 years | 12.88 | 13.78 | 93% |
| Returns for 10 years | 65.31 | 47.82 | 137% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement