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CSEIX vs IVRTX
CSEIX vs IVRTX Comparison
Open Charts CSEIX vs IVRTX
CSEIX vs IVRTX Comparison Chart in %
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CSEIX vs. IVRTX commentary
Aug 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 IVRTX is a Hold.
FUNDAMENTALS
Fundamentals
CSEIX has more cash in the bank: 9.61B vs. IVRTX (206M). CSEIX pays higher dividends than IVRTX: CSEIX (2.58) vs IVRTX (1.64). 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 : 23.27 vs. CSEIX (16.40). CSEIX return over 5 years is better than : 10.17 vs. IVRTX (-8.50).
| 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 | 16.032 | 20.059 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 206M | 4,665% |
| Annual Yield % from dividends | 2.58 | 1.64 | 158% |
| Returns for 1 year | 16.40 | 23.27 | 70% |
| Returns for 3 years | 33.64 | 32.28 | 104% |
| Returns for 5 years | 10.17 | -8.50 | -120% |
| Returns for 10 years | 57.07 | 0.66 | 8,636% |
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