CSZIX
Price
$18.74
Change
-$0.15 (-0.79%)
Updated
Sep 18 closing price
Net Assets
9.6B
TRRSX
Price
$20.34
Change
+$0.07 (+0.35%)
Updated
Sep 17 closing price
Net Assets
2.47B
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CSZIX vs TRRSX

CSZIX vs TRRSX Comparison Chart in %
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CSZIX vs. TRRSX commentary
Sep 21, 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 TRRSX is a Hold.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. TRRSX (2.47B). TRRSX pays higher dividends than CSZIX: TRRSX (2.39) vs CSZIX (1.89). CSZIX was incepted earlier than TRRSX: CSZIX (12 years) vs TRRSX (24 years). CSZIX (0.75) and TRRSX (0.74) have similar cost to investors . CSZIX (27.00) and TRRSX (26.00) have comparable annual turnover. CSZIX (0) and TRRSX (0) have matching initial minimum investment requirements. TRRSX annual gain was more profitable for investors over the last year : 9.80 vs. CSZIX (8.57). CSZIX return over 5 years is better than : 5.04 vs. TRRSX (0.22).
CSZIXTRRSXCSZIX / TRRSX
Total Expense Ratio0.750.74101%
Annual Report Gross Expense Ratio0.750.74101%
Fund Existence12 years24 years-
Gain YTD9.42110.12293%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets9.6B2.47B388%
Annual Yield % from dividends1.892.3979%
Returns for 1 year8.579.8087%
Returns for 3 years33.9730.68111%
Returns for 5 years5.040.222,338%
Returns for 10 years61.2252.84116%
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