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CSEIX vs IVRSX
CSEIX vs IVRSX Comparison
Open Charts CSEIX vs IVRSX
CSEIX vs IVRSX Comparison Chart in %
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CSEIX vs. IVRSX 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 IVRSX is a Hold.
FUNDAMENTALS
Fundamentals
CSEIX has more cash in the bank: 9.36B vs. IVRSX (94.5M). IVRSX pays higher dividends than CSEIX: IVRSX (4.31) vs CSEIX (2.78). CSEIX was incepted earlier than IVRSX: CSEIX (29 years) vs IVRSX (37 years). IVRSX (1.25) is less costly to investors than CSEIX (1.10). IVRSX is a more actively managed with annual turnover of: 97.00 vs. CSEIX (27.00). CSEIX (0) and IVRSX (0) have matching initial minimum investment requirements. IVRSX annual gain was more profitable for investors over the last year : 15.66 vs. CSEIX (10.94). CSEIX return over 5 years is better than : 9.96 vs. IVRSX (-8.70).
| CSEIX | IVRSX | CSEIX / IVRSX | |
| Total Expense Ratio | 1.10 | 1.00 | 110% |
| Annual Report Gross Expense Ratio | 1.10 | 1.25 | 88% |
| Fund Existence | 29 years | 37 years | - |
| Gain YTD | 11.622 | 14.490 | 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 | 4.31 | 64% |
| Returns for 1 year | 10.94 | 15.66 | 70% |
| Returns for 3 years | 38.14 | 27.06 | 141% |
| Returns for 5 years | 9.96 | -8.70 | -114% |
| Returns for 10 years | 60.15 | 4.90 | 1,228% |
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