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CREFX vs IVRSX
CREFX vs IVRSX Comparison
Open Charts CREFX vs IVRSX
CREFX vs IVRSX Comparison Chart in %
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CREFX vs. IVRSX commentary
Jun 27, 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 CREFX is a StrongBuy and IVRSX is a Hold.
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 9.36B vs. IVRSX (96.2M). IVRSX pays higher dividends than CREFX: IVRSX (4.31) vs CREFX (2.88). CREFX was incepted earlier than IVRSX: CREFX (9 years) vs IVRSX (37 years). IVRSX (1.25) is less costly to investors than CREFX (0.75). IVRSX is a more actively managed with annual turnover of: 97.00 vs. CREFX (27.00). CREFX (0) and IVRSX (0) have matching initial minimum investment requirements. IVRSX annual gain was more profitable for investors over the last year : 21.53 vs. CREFX (16.90). CREFX return over 5 years is better than : 16.69 vs. IVRSX (-5.95).
| CREFX | IVRSX | CREFX / IVRSX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.75 | 1.25 | 60% |
| Fund Existence | 9 years | 37 years | - |
| Gain YTD | 16.420 | 18.306 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 96.2M | 9,729% |
| Annual Yield % from dividends | 2.88 | 4.31 | 67% |
| Returns for 1 year | 16.90 | 21.53 | 79% |
| Returns for 3 years | 40.60 | 26.57 | 153% |
| Returns for 5 years | 16.69 | -5.95 | -280% |
| Returns for 10 years | N/A | 6.09 | - |
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