CIRRX
Price
$19.01
Change
+$0.07 (+0.37%)
Updated
Jun 2 closing price
Net Assets
9.52B
IVRSX
Price
$30.59
Change
+$0.16 (+0.53%)
Updated
Jun 2 closing price
Net Assets
91.7M
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CIRRX vs IVRSX

Header iconCIRRX vs IVRSX Comparison
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CIRRX vs IVRSX Comparison Chart in %
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CIRRX vs. IVRSX commentary
Jun 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 CIRRX is a Hold and IVRSX is a Hold.

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FUNDAMENTALS
Fundamentals
CIRRX has more cash in the bank: 9.52B vs. IVRSX (91.7M). IVRSX pays higher dividends than CIRRX: IVRSX (4.31) vs CIRRX (2.42). CIRRX was incepted earlier than IVRSX: CIRRX (12 years) vs IVRSX (37 years). CIRRX (1.25) and IVRSX (1.25) have similar cost to investors . IVRSX is a more actively managed with annual turnover of: 97.00 vs. CIRRX (27.00). CIRRX (0) and IVRSX (0) have matching initial minimum investment requirements. IVRSX annual gain was more profitable for investors over the last year : 12.29 vs. CIRRX (9.96). CIRRX return over 5 years is better than : 9.15 vs. IVRSX (-10.06).
CIRRXIVRSXCIRRX / IVRSX
Total Expense Ratio1.251.00125%
Annual Report Gross Expense Ratio1.251.25100%
Fund Existence12 years37 years-
Gain YTD10.17811.66587%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets9.52B91.7M10,385%
Annual Yield % from dividends2.424.3156%
Returns for 1 year9.9612.2981%
Returns for 3 years33.4020.19165%
Returns for 5 years9.15-10.06-91%
Returns for 10 years59.343.631,637%
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