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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
Aug 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 Hold and IVRSX is a Buy.
FUNDAMENTALS
Fundamentals
CSEIX has more cash in the bank: 9.87B vs. IVRSX (202M). IVRSX pays higher dividends than CSEIX: IVRSX (1.76) vs CSEIX (1.66). CSEIX was incepted earlier than IVRSX: CSEIX (29 years) vs IVRSX (38 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 : 20.02 vs. CSEIX (15.47). CSEIX return over 5 years is better than : 8.67 vs. IVRSX (-9.94).
| 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 | 38 years | - |
| Gain YTD | 15.465 | 17.903 | 86% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 202M | 4,884% |
| Annual Yield % from dividends | 1.66 | 1.76 | 94% |
| Returns for 1 year | 15.47 | 20.02 | 77% |
| Returns for 3 years | 36.53 | 34.17 | 107% |
| Returns for 5 years | 8.67 | -9.94 | -87% |
| Returns for 10 years | 56.91 | 1.72 | 3,304% |
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