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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
Jul 14, 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 StrongBuy and IVRIX is a Hold.
FUNDAMENTALS
Fundamentals
CSEIX has more cash in the bank: 9.61B vs. IVRIX (96.1M). IVRIX pays higher dividends than CSEIX: IVRIX (4.69) vs CSEIX (2.65). 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 : 20.50 vs. CSEIX (13.79). CSEIX return over 5 years is better than : 10.36 vs. IVRIX (-6.85).
| 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 | 14.961 | 18.496 | 81% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 96.1M | 9,999% |
| Annual Yield % from dividends | 2.65 | 4.69 | 56% |
| Returns for 1 year | 13.79 | 20.50 | 67% |
| Returns for 3 years | 31.36 | 30.26 | 104% |
| Returns for 5 years | 10.36 | -6.85 | -151% |
| Returns for 10 years | 58.07 | 4.78 | 1,216% |
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