CSZIX
Price
$18.83
Change
-$0.08 (-0.42%)
Updated
Sep 16 closing price
Net Assets
9.6B
VREQX
Price
$11.29
Change
-$0.07 (-0.62%)
Updated
Sep 16 closing price
Net Assets
207.3M
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CSZIX vs VREQX

CSZIX vs VREQX Comparison Chart in %
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CSZIX vs. VREQX 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 VREQX is a Hold.

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FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.6B vs. VREQX (207M). VREQX pays higher dividends than CSZIX: VREQX (2.20) vs CSZIX (1.89). CSZIX was incepted earlier than VREQX: CSZIX (12 years) vs VREQX (12 years). VREQX (0.87) is less costly to investors than CSZIX (0.75). VREQX is a more actively managed with annual turnover of: 79.00 vs. CSZIX (27.00). CSZIX (0) and VREQX (0) have matching initial minimum investment requirements. VREQX annual gain was more profitable for investors over the last year : 11.01 vs. CSZIX (8.97). CSZIX return over 5 years is better than : 5.54 vs. VREQX (-17.32).
CSZIXVREQXCSZIX / VREQX
Total Expense Ratio0.750.74101%
Annual Report Gross Expense Ratio0.750.8786%
Fund Existence12 years12 years-
Gain YTD9.94612.13082%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets9.6B207M4,637%
Annual Yield % from dividends1.892.2086%
Returns for 1 year8.9711.0181%
Returns for 3 years32.6227.68118%
Returns for 5 years5.54-17.32-32%
Returns for 10 years63.25-29.58-214%
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