Compare trend and price CREFX vs IVRSX
CREFX vs IVRSX Comparison
Open Charts CREFX vs IVRSX
Cohen & Steers Real Estate Securities F
Price$14.35
Change+$0.07 (+0.49%)
VolumeN/A
CapitalizationN/A
VY® CBRE Real Estate S
Price$23.75
Change+$0.01 (+0.04%)
VolumeN/A
CapitalizationN/A
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CREFX vs IVRSX Comparison Chart
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CREFX vs. IVRSX commentary
Sep 30, 2023
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 StrongSell and IVRSX is a StrongSell.
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 7.06B vs. IVRSX (165M). CREFX pays higher dividends than IVRSX: CREFX (3.41) vs IVRSX (2.54). CREFX was incepted earlier than IVRSX: CREFX (6 years) vs IVRSX (35 years). IVRSX (1.26) is less costly to investors than CREFX (0.75). IVRSX is a more actively managed with annual turnover of: 62.00 vs. CREFX (34.00). CREFX (0) and IVRSX (0) have matching initial minimum investment requirements. CREFX annual gain was more profitable for investors over the last year : -0.27 vs. IVRSX (-4.58). CREFX return over 5 years is better than : 6.31 vs. IVRSX (-20.62).
| CREFX | IVRSX | CREFX / IVRSX | |
| Total Expense Ratio | 0.75 | 0.93 | 81% |
| Annual Report Gross Expense Ratio | 0.75 | 1.26 | 60% |
| Fund Existence | 6 years | 35 years | - |
| Gain YTD | -3.084 | -9.480 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.06B | 165M | 4,279% |
| Annual Yield % from dividends | 3.41 | 2.54 | 134% |
| Returns for 1 year | -0.27 | -4.58 | 6% |
| Returns for 3 years | 5.15 | -8.58 | -60% |
| Returns for 5 years | 6.31 | -20.62 | -31% |
| Returns for 10 years | N/A | 4.12 | - |