Interact to see
Advertisement
Advertisement
CSEIX vs IVRIX
CSEIX vs IVRIX Comparison
Open Charts CSEIX vs IVRIX
CSEIX vs IVRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSEIX vs. IVRIX commentary
Aug 23, 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: 9.87B vs. IVRIX (204M). IVRIX pays higher dividends than CSEIX: IVRIX (1.99) vs CSEIX (1.66). 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 : 21.36 vs. CSEIX (14.33). CSEIX return over 5 years is better than : 8.59 vs. IVRIX (-7.45).
| 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 | 15.024 | 19.566 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 204M | 4,836% |
| Annual Yield % from dividends | 1.66 | 1.99 | 83% |
| Returns for 1 year | 14.33 | 21.36 | 67% |
| Returns for 3 years | 40.82 | 41.36 | 99% |
| Returns for 5 years | 8.59 | -7.45 | -115% |
| Returns for 10 years | 58.06 | 6.86 | 847% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GICAX | 18.83 | 0.19 | +1.02% |
| Goldman Sachs Intl Sm Cp Insghts A | |||
| RVPHX | 10.37 | 0.10 | +0.97% |
| Royce Smaller-Companies Growth Invmt | |||
| STMSX | 27.91 | 0.26 | +0.94% |
| SEI Tax-Managed Small/Mid Cap F (SIMT) | |||
| RGGCX | 30.83 | 0.20 | +0.65% |
| Victory RS Global C | |||
| TRICX | 5.01 | 0.03 | +0.60% |
| Catalyst/SMH Total Return Income C | |||