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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
Jul 10, 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: 9.61B vs. STMDX (62.4M). CSZIX pays higher dividends than STMDX: CSZIX (2.76) vs STMDX (2.40). 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 : 13.58 vs. STMDX (9.37). CSZIX return over 5 years is better than : 12.07 vs. STMDX (-11.25).
| 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 | 14.092 | 13.860 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 62.4M | 15,399% |
| Annual Yield % from dividends | 2.76 | 2.40 | 115% |
| Returns for 1 year | 13.58 | 9.37 | 145% |
| Returns for 3 years | 34.68 | 14.24 | 244% |
| Returns for 5 years | 12.07 | -11.25 | -107% |
| Returns for 10 years | 62.98 | 13.89 | 453% |
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