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CREFX vs IVRSX
CREFX vs IVRSX Comparison
Open Charts CREFX vs IVRSX
Cohen & Steers Real Estate Securities F
Price$17.57
Change-$0.11 (-0.62%)
VolumeN/A
Net Assets7.92B
VY® CBRE Real Estate S
Price$27.99
Change-$0.09 (-0.32%)
VolumeN/A
Net Assets154.61M
CREFX vs IVRSX Comparison Chart
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CREFX vs. IVRSX commentary
May 09, 2025
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 7.92B vs. IVRSX (155M). CREFX pays higher dividends than IVRSX: CREFX (2.82) vs IVRSX (2.56). CREFX was incepted earlier than IVRSX: CREFX (8 years) vs IVRSX (36 years). IVRSX (1.28) is less costly to investors than CREFX (0.75). IVRSX is a more actively managed with annual turnover of: 82.00 vs. CREFX (35.00). CREFX (0) and IVRSX (0) have matching initial minimum investment requirements. CREFX annual gain was more profitable for investors over the last year : 15.28 vs. IVRSX (7.55). CREFX return over 5 years is better than : 44.20 vs. IVRSX (4.07).
| CREFX | IVRSX | CREFX / IVRSX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.75 | 1.28 | 59% |
| Fund Existence | 8 years | 36 years | - |
| Gain YTD | 2.407 | -1.821 | -132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92B | 155M | 5,112% |
| Annual Yield % from dividends | 2.82 | 2.56 | 110% |
| Returns for 1 year | 15.28 | 7.55 | 202% |
| Returns for 3 years | 6.76 | -24.43 | -28% |
| Returns for 5 years | 44.20 | 4.07 | 1,085% |
| Returns for 10 years | N/A | -1.48 | - |
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