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CSEIX vs IVRIX
CSEIX vs IVRIX Comparison
Open Charts CSEIX vs IVRIX
CSEIX vs IVRIX Comparison Chart in %
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CSEIX vs. IVRIX commentary
Jun 24, 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 CSEIX is a Hold and IVRIX is a Hold.
FUNDAMENTALS
Fundamentals
CSEIX has more cash in the bank: 9.36B vs. IVRIX (94.5M). IVRIX pays higher dividends than CSEIX: IVRIX (4.84) vs CSEIX (2.78). CSEIX was incepted earlier than IVRIX: CSEIX (29 years) vs IVRIX (23 years). CSEIX (1.10) is less costly to investors than IVRIX (1.00). IVRIX is a more actively managed with annual turnover of: 97.00 vs. CSEIX (27.00). CSEIX (0) and IVRIX (0) have matching initial minimum investment requirements. IVRIX annual gain was more profitable for investors over the last year : 15.90 vs. CSEIX (10.94). CSEIX return over 5 years is better than : 9.96 vs. IVRIX (-7.59).
| CSEIX | IVRIX | CSEIX / IVRIX | |
| Total Expense Ratio | 1.10 | 0.75 | 147% |
| Annual Report Gross Expense Ratio | 1.10 | 1.00 | 110% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 11.622 | 14.588 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 94.5M | 9,904% |
| Annual Yield % from dividends | 2.78 | 4.84 | 57% |
| Returns for 1 year | 10.94 | 15.90 | 69% |
| Returns for 3 years | 38.14 | 27.95 | 136% |
| Returns for 5 years | 9.96 | -7.59 | -131% |
| Returns for 10 years | 60.15 | 7.49 | 803% |
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