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CSEIX vs IVRTX
CSEIX vs IVRTX Comparison
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CSEIX vs IVRTX Comparison Chart in %
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CSEIX vs. IVRTX commentary
Sep 13, 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 IVRTX is a Hold.
FUNDAMENTALS
Fundamentals
CSEIX has more cash in the bank: 9.6B vs. IVRTX (194M). CSEIX (1.71) and IVRTX (1.68) have matching dividends . CSEIX was incepted earlier than IVRTX: CSEIX (29 years) vs IVRTX (24 years). IVRTX (1.40) is less costly to investors than CSEIX (1.10). IVRTX is a more actively managed with annual turnover of: 97.00 vs. CSEIX (27.00). CSEIX (0) and IVRTX (0) have matching initial minimum investment requirements. IVRTX annual gain was more profitable for investors over the last year : 12.16 vs. CSEIX (8.18). CSEIX return over 5 years is better than : 3.93 vs. IVRTX (-13.81).
| CSEIX | IVRTX | CSEIX / IVRTX | |
| Total Expense Ratio | 1.10 | 1.15 | 96% |
| Annual Report Gross Expense Ratio | 1.10 | 1.40 | 79% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 10.489 | 14.156 | 74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 194M | 4,948% |
| Annual Yield % from dividends | 1.71 | 1.68 | 101% |
| Returns for 1 year | 8.18 | 12.16 | 67% |
| Returns for 3 years | 32.91 | 31.78 | 104% |
| Returns for 5 years | 3.93 | -13.81 | -28% |
| Returns for 10 years | 58.47 | 2.74 | 2,133% |
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