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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
Jun 23, 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: 9.36B vs. SOAAX (73.9M). SOAAX pays higher dividends than CSZIX: SOAAX (9.37) vs CSZIX (2.88). CSZIX was incepted earlier than SOAAX: CSZIX (12 years) vs SOAAX (28 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 : 13.13 vs. CSZIX (11.37). SOAAX return over 5 years is better than : 14.75 vs. CSZIX (12.49).
| 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 | 28 years | - |
| Gain YTD | 11.782 | 13.517 | 87% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 73.9M | 12,664% |
| Annual Yield % from dividends | 2.88 | 9.37 | 31% |
| Returns for 1 year | 11.37 | 13.13 | 87% |
| Returns for 3 years | 39.73 | 34.09 | 117% |
| Returns for 5 years | 12.49 | 14.75 | 85% |
| Returns for 10 years | 67.67 | 52.05 | 130% |
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