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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 03, 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: 9.52B vs. IVRSX (91.7M). 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 : 12.29 vs. CSEIX (10.10). CSEIX return over 5 years is better than : 9.43 vs. IVRSX (-10.06).
| 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 | 10.308 | 11.665 | 88% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 91.7M | 10,385% |
| Annual Yield % from dividends | 2.78 | 4.31 | 64% |
| Returns for 1 year | 10.10 | 12.29 | 82% |
| Returns for 3 years | 34.05 | 20.19 | 169% |
| Returns for 5 years | 9.43 | -10.06 | -94% |
| Returns for 10 years | 60.11 | 3.63 | 1,658% |
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