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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
Sep 05, 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 Buy and IVRSX is a Hold.
FUNDAMENTALS
Fundamentals
CSEIX has more cash in the bank: 9.87B vs. IVRSX (198M). IVRSX pays higher dividends than CSEIX: IVRSX (1.82) vs CSEIX (1.71). 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 : 16.65 vs. CSEIX (13.21). CSEIX return over 5 years is better than : 2.57 vs. IVRSX (-15.07).
| 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 | 13.197 | 16.141 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 198M | 4,982% |
| Annual Yield % from dividends | 1.71 | 1.82 | 94% |
| Returns for 1 year | 13.21 | 16.65 | 79% |
| Returns for 3 years | 34.31 | 33.05 | 104% |
| Returns for 5 years | 2.57 | -15.07 | -17% |
| Returns for 10 years | 54.33 | 0.84 | 6,462% |
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