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CSZIX vs STMDX
CSZIX vs STMDX Comparison
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CSZIX vs STMDX Comparison Chart in %
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CSZIX vs. STMDX commentary
Aug 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 STMDX is a Buy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.87B vs. STMDX (61M). STMDX pays higher dividends than CSZIX: STMDX (2.34) vs CSZIX (1.84). CSZIX was incepted earlier than STMDX: CSZIX (12 years) vs STMDX (46 years). STMDX (0.89) is less costly to investors than CSZIX (0.75). CSZIX is a more actively managed with annual turnover of: 27.00 vs. STMDX (7.62). CSZIX has a lower initial minimum investment than STMDX: CSZIX (0) vs STMDX (1000000). CSZIX annual gain was more profitable for investors over the last year : 14.81 vs. STMDX (10.97). CSZIX return over 5 years is better than : 11.07 vs. STMDX (-11.71).
| CSZIX | STMDX | CSZIX / STMDX | |
| Total Expense Ratio | 0.75 | 0.89 | 84% |
| Annual Report Gross Expense Ratio | 0.75 | 0.89 | 84% |
| Fund Existence | 12 years | 46 years | - |
| Gain YTD | 15.260 | 15.000 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 61M | 16,172% |
| Annual Yield % from dividends | 1.84 | 2.34 | 79% |
| Returns for 1 year | 14.81 | 10.97 | 135% |
| Returns for 3 years | 42.33 | 21.18 | 200% |
| Returns for 5 years | 11.07 | -11.71 | -95% |
| Returns for 10 years | 65.37 | 17.83 | 367% |
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