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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
Aug 26, 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: 9.87B vs. IVRSX (205M). CREFX (1.84) and IVRSX (1.76) have matching dividends . CREFX was incepted earlier than IVRSX: CREFX (9 years) vs IVRSX (38 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 : 20.32 vs. CREFX (14.76). CREFX return over 5 years is better than : 12.53 vs. IVRSX (-8.01).
| 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 | 38 years | - |
| Gain YTD | 16.311 | 19.884 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 205M | 4,812% |
| Annual Yield % from dividends | 1.84 | 1.76 | 104% |
| Returns for 1 year | 14.76 | 20.32 | 73% |
| Returns for 3 years | 41.85 | 39.24 | 107% |
| Returns for 5 years | 12.53 | -8.01 | -156% |
| Returns for 10 years | N/A | 5.68 | - |
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