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CSJZX vs IVRIX
CSJZX vs IVRIX Comparison
Open Charts CSJZX vs IVRIX
CSJZX vs IVRIX Comparison Chart in %
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CSJZX vs. IVRIX 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 CSJZX is a Hold and IVRIX is a Hold.
FUNDAMENTALS
Fundamentals
CSJZX has more cash in the bank: 8.14B vs. IVRIX (194M). CSJZX pays higher dividends than IVRIX: CSJZX (2.67) vs IVRIX (2.05). CSJZX was incepted earlier than IVRIX: CSJZX (7 years) vs IVRIX (23 years). IVRIX (1.00) is less costly to investors than CSJZX (0.83). IVRIX is a more actively managed with annual turnover of: 97.00 vs. CSJZX (35.00). CSJZX (0) and IVRIX (0) have matching initial minimum investment requirements. IVRIX annual gain was more profitable for investors over the last year : 12.61 vs. CSJZX (8.36). CSJZX return over 5 years is better than : 7.81 vs. IVRIX (-11.97).
| CSJZX | IVRIX | CSJZX / IVRIX | |
| Total Expense Ratio | 0.80 | 0.75 | 107% |
| Annual Report Gross Expense Ratio | 0.83 | 1.00 | 83% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 11.438 | 14.441 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.14B | 194M | 4,196% |
| Annual Yield % from dividends | 2.67 | 2.05 | 130% |
| Returns for 1 year | 8.36 | 12.61 | 66% |
| Returns for 3 years | 33.10 | 33.32 | 99% |
| Returns for 5 years | 7.81 | -11.97 | -65% |
| Returns for 10 years | N/A | 7.18 | - |
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