CSZIX
Price
$19.91
Change
-$0.13 (-0.65%)
Updated
Jul 31 closing price
Net Assets
9.61B
TRREX
Price
$12.22
Change
-$0.06 (-0.49%)
Updated
Jul 31 closing price
Net Assets
672.52M
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CSZIX vs TRREX

CSZIX vs TRREX Comparison Chart in %
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CSZIX vs. TRREX commentary
Aug 02, 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 TRREX is a Buy.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. TRREX (673M). CSZIX pays higher dividends than TRREX: CSZIX (2.76) vs TRREX (2.54). CSZIX was incepted earlier than TRREX: CSZIX (12 years) vs TRREX (29 years). TRREX (0.92) is less costly to investors than CSZIX (0.75). CSZIX is a more actively managed with annual turnover of: 27.00 vs. TRREX (8.90). CSZIX has a lower initial minimum investment than TRREX: CSZIX (0) vs TRREX (2500). CSZIX annual gain was more profitable for investors over the last year : 16.86 vs. TRREX (12.67). CSZIX return over 5 years is better than : 12.74 vs. TRREX (-32.91).
CSZIXTRREXCSZIX / TRREX
Total Expense Ratio0.750.9282%
Annual Report Gross Expense Ratio0.750.9282%
Fund Existence12 years29 years-
Gain YTD16.25215.469105%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets9.61B673M1,428%
Annual Yield % from dividends2.762.54109%
Returns for 1 year16.8612.67133%
Returns for 3 years35.185.19678%
Returns for 5 years12.74-32.91-39%
Returns for 10 years64.33-49.81-129%
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