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CIRRX vs IVRSX
CIRRX vs IVRSX Comparison
Open Charts CIRRX vs IVRSX
CIRRX vs IVRSX Comparison Chart in %
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CIRRX vs. IVRSX commentary
Jun 24, 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.
FUNDAMENTALS
Fundamentals
CIRRX has more cash in the bank: 9.36B vs. IVRSX (94.5M). 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 : 15.66 vs. CIRRX (10.86). CIRRX return over 5 years is better than : 9.69 vs. IVRSX (-8.70).
| CIRRX | IVRSX | CIRRX / IVRSX | |
| Total Expense Ratio | 1.25 | 1.00 | 125% |
| Annual Report Gross Expense Ratio | 1.25 | 1.25 | 100% |
| Fund Existence | 12 years | 37 years | - |
| Gain YTD | 11.516 | 14.490 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 94.5M | 9,904% |
| Annual Yield % from dividends | 2.42 | 4.31 | 56% |
| Returns for 1 year | 10.86 | 15.66 | 69% |
| Returns for 3 years | 37.63 | 27.06 | 139% |
| Returns for 5 years | 9.69 | -8.70 | -111% |
| Returns for 10 years | 59.39 | 4.90 | 1,213% |
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