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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
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. STMDX (58.2M). STMDX pays higher dividends than CSZIX: STMDX (2.41) vs CSZIX (1.89). 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 : 9.50 vs. STMDX (5.51). CSZIX return over 5 years is better than : 5.88 vs. STMDX (-15.33).
| 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 | 10.297 | 10.051 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 58.2M | 16,493% |
| Annual Yield % from dividends | 1.89 | 2.41 | 79% |
| Returns for 1 year | 9.50 | 5.51 | 172% |
| Returns for 3 years | 34.17 | 14.10 | 242% |
| Returns for 5 years | 5.88 | -15.33 | -38% |
| Returns for 10 years | 62.20 | 15.59 | 399% |
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