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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
Jun 23, 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: 9.36B vs. IVRTX (93.3M). IVRTX pays higher dividends than CSEIX: IVRTX (4.05) vs CSEIX (2.78). 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 : 15.48 vs. CSEIX (10.94). CSEIX return over 5 years is better than : 9.96 vs. IVRTX (-9.50).
| 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 | 11.622 | 14.414 | 81% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 93.3M | 10,031% |
| Annual Yield % from dividends | 2.78 | 4.05 | 69% |
| Returns for 1 year | 10.94 | 15.48 | 71% |
| Returns for 3 years | 38.14 | 26.44 | 144% |
| Returns for 5 years | 9.96 | -9.50 | -105% |
| Returns for 10 years | 60.15 | 3.04 | 1,978% |
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