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CSEIX vs IVRTX
CSEIX vs IVRTX Comparison
Open Charts CSEIX vs IVRTX
Cohen & Steers Real Estate Securities A
Price$16.57
Change+$0.17 (+1.04%)
VolumeN/A
Net Assets8.3B
VY® CBRE Real Estate S2
Price$27.47
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets147.15M
CSEIX vs IVRTX Comparison Chart in %
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CSEIX vs. IVRTX commentary
Sep 27, 2025
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 IVRTX is a Hold.
FUNDAMENTALS
Fundamentals
CSEIX has more cash in the bank: 8.3B vs. IVRTX (147M). IVRTX (2.57) and CSEIX (2.45) have matching dividends . CSEIX was incepted earlier than IVRTX: CSEIX (28 years) vs IVRTX (23 years). IVRTX (1.41) is less costly to investors than CSEIX (1.10). IVRTX is a more actively managed with annual turnover of: 82.00 vs. CSEIX (35.00). CSEIX (0) and IVRTX (0) have matching initial minimum investment requirements. CSEIX annual gain was more profitable for investors over the last year : -4.58 vs. IVRTX (-6.97). CSEIX return over 5 years is better than : 35.08 vs. IVRTX (12.78).
| CSEIX | IVRTX | CSEIX / IVRTX | |
| Total Expense Ratio | 1.10 | 1.15 | 96% |
| Annual Report Gross Expense Ratio | 1.10 | 1.41 | 78% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 3.749 | -0.606 | -619% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.3B | 147M | 5,649% |
| Annual Yield % from dividends | 2.45 | 2.57 | 95% |
| Returns for 1 year | -4.58 | -6.97 | 66% |
| Returns for 3 years | 26.85 | 15.91 | 169% |
| Returns for 5 years | 35.08 | 12.78 | 274% |
| Returns for 10 years | 63.15 | 3.02 | 2,092% |
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