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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 03, 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: 9.61B vs. STMDX (63.2M). CSZIX pays higher dividends than STMDX: CSZIX (2.69) vs STMDX (2.34). 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 : 16.86 vs. STMDX (13.47). CSZIX return over 5 years is better than : 12.74 vs. STMDX (-10.25).
| 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 | 16.252 | 16.530 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 63.2M | 15,204% |
| Annual Yield % from dividends | 2.69 | 2.34 | 115% |
| Returns for 1 year | 16.86 | 13.47 | 125% |
| Returns for 3 years | 35.18 | 15.98 | 220% |
| Returns for 5 years | 12.74 | -10.25 | -124% |
| Returns for 10 years | 64.33 | 15.83 | 406% |
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