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CREFX vs IVRTX
CREFX vs IVRTX Comparison
Open Charts CREFX vs IVRTX
Cohen & Steers Real Estate Securities F
Price$17.23
Change+$0.28 (+1.65%)
VolumeN/A
Net Assets7.96B
VY® CBRE Real Estate S2
Price$27.09
Change+$0.41 (+1.54%)
VolumeN/A
Net Assets149.39M
CREFX vs IVRTX Comparison Chart
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CREFX vs. IVRTX commentary
Apr 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 StrongBuy and IVRTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 7.97B vs. IVRTX (149M). CREFX pays higher dividends than IVRTX: CREFX (2.80) vs IVRTX (2.37). CREFX was incepted earlier than IVRTX: CREFX (8 years) vs IVRTX (23 years). IVRTX (1.43) is less costly to investors than CREFX (0.75). IVRTX is a more actively managed with annual turnover of: 73.00 vs. CREFX (41.00). CREFX (0) and IVRTX (0) have matching initial minimum investment requirements. CREFX annual gain was more profitable for investors over the last year : 15.41 vs. IVRTX (7.55). CREFX return over 5 years is better than : 36.49 vs. IVRTX (-1.78).
| CREFX | IVRTX | CREFX / IVRTX | |
| Total Expense Ratio | 0.75 | 1.15 | 65% |
| Annual Report Gross Expense Ratio | 0.75 | 1.43 | 52% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -1.207 | -5.924 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.97B | 149M | 5,346% |
| Annual Yield % from dividends | 2.80 | 2.37 | 118% |
| Returns for 1 year | 15.41 | 7.55 | 204% |
| Returns for 3 years | -10.36 | -34.33 | 30% |
| Returns for 5 years | 36.49 | -1.78 | -2,054% |
| Returns for 10 years | N/A | -8.77 | - |