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CREFX vs IVRSX
CREFX vs IVRSX Comparison
Open Charts CREFX vs IVRSX
Cohen & Steers Real Estate Securities F
Price$17.77
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets8.3B
VY® CBRE Real Estate S
Price$27.89
Change-$0.20 (-0.71%)
VolumeN/A
Net Assets150.31M
CREFX vs IVRSX Comparison Chart in %
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CREFX vs. IVRSX commentary
Sep 18, 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 Buy and IVRSX is a Hold.
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 8.3B vs. IVRSX (150M). IVRSX pays higher dividends than CREFX: IVRSX (2.71) vs CREFX (2.55). CREFX was incepted earlier than IVRSX: CREFX (8 years) vs IVRSX (37 years). IVRSX (1.26) 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 : -4.62 vs. IVRSX (-6.88). CREFX return over 5 years is better than : 35.96 vs. IVRSX (9.70).
| CREFX | IVRSX | CREFX / IVRSX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.75 | 1.26 | 60% |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | 4.702 | 1.073 | 438% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.3B | 150M | 5,536% |
| Annual Yield % from dividends | 2.55 | 2.71 | 94% |
| Returns for 1 year | -4.62 | -6.88 | 67% |
| Returns for 3 years | 16.13 | 6.02 | 268% |
| Returns for 5 years | 35.96 | 9.70 | 371% |
| Returns for 10 years | N/A | 6.04 | - |
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