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CSZIX vs SOAAX
CSZIX vs SOAAX Comparison
Open Charts CSZIX vs SOAAX
CSZIX vs SOAAX Comparison Chart in %
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CSZIX vs. SOAAX commentary
Aug 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 SOAAX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. SOAAX (76.2M). SOAAX pays higher dividends than CSZIX: SOAAX (9.45) vs CSZIX (2.69). 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 : 19.29 vs. CSZIX (16.86). SOAAX (13.25) and CSZIX (12.74) have equivalent 5 years return.
| 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 | 16.252 | 17.838 | 91% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 76.2M | 12,610% |
| Annual Yield % from dividends | 2.69 | 9.45 | 28% |
| Returns for 1 year | 16.86 | 19.29 | 87% |
| Returns for 3 years | 35.18 | 31.30 | 112% |
| Returns for 5 years | 12.74 | 13.25 | 96% |
| Returns for 10 years | 64.33 | 48.51 | 133% |
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