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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
Jul 14, 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 StrongBuy and IVRTX is a Hold.
FUNDAMENTALS
Fundamentals
CSEIX has more cash in the bank: 9.61B vs. IVRTX (96.1M). IVRTX pays higher dividends than CSEIX: IVRTX (3.92) vs CSEIX (2.65). 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 : 20.03 vs. CSEIX (13.79). CSEIX return over 5 years is better than : 10.36 vs. IVRTX (-8.79).
| 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 | 14.961 | 18.288 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 96.1M | 9,999% |
| Annual Yield % from dividends | 2.65 | 3.92 | 68% |
| Returns for 1 year | 13.79 | 20.03 | 69% |
| Returns for 3 years | 31.36 | 28.76 | 109% |
| Returns for 5 years | 10.36 | -8.79 | -118% |
| Returns for 10 years | 58.07 | 0.41 | 14,034% |
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