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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
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 SOAAX is a Buy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. SOAAX (72.2M). SOAAX pays higher dividends than CSZIX: SOAAX (9.77) vs CSZIX (1.89). 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). CSZIX (8.62) and SOAAX (8.48) have marching annual gain over last year. SOAAX (6.39) and CSZIX (6.27) 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 | 10.705 | 11.939 | 90% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 72.2M | 13,295% |
| Annual Yield % from dividends | 1.89 | 9.77 | 19% |
| Returns for 1 year | 8.62 | 8.48 | 102% |
| Returns for 3 years | 34.40 | 28.82 | 119% |
| Returns for 5 years | 6.27 | 6.39 | 98% |
| Returns for 10 years | 65.77 | 50.42 | 130% |
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