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CREFX vs IVRSX
CREFX vs IVRSX Comparison
Open Charts CREFX vs IVRSX
Cohen & Steers Real Estate Securities F
Price$16.56
Change+$0.24 (+1.47%)
VolumeN/A
Net Assets7.96B
VY® CBRE Real Estate S
Price$26.32
Change+$0.34 (+1.31%)
VolumeN/A
Net Assets144.91M
CREFX vs IVRSX Comparison Chart
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CREFX vs. IVRSX commentary
Apr 12, 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 Hold and IVRSX is a Hold.
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 7.97B vs. IVRSX (145M). CREFX pays higher dividends than IVRSX: CREFX (2.80) vs IVRSX (2.50). 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: 73.00 vs. CREFX (41.00). CREFX (0) and IVRSX (0) have matching initial minimum investment requirements. CREFX annual gain was more profitable for investors over the last year : 6.47 vs. IVRSX (-0.87). CREFX return over 5 years is better than : 26.22 vs. IVRSX (-7.42).
| 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 | -4.879 | -9.034 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.97B | 145M | 5,493% |
| Annual Yield % from dividends | 2.80 | 2.50 | 112% |
| Returns for 1 year | 6.47 | -0.87 | -747% |
| Returns for 3 years | -13.78 | -35.96 | 38% |
| Returns for 5 years | 26.22 | -7.42 | -353% |
| Returns for 10 years | N/A | -10.96 | - |
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