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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
Jun 24, 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: 8.07B vs. IVRIX (94.5M). IVRIX pays higher dividends than CSJZX: IVRIX (4.84) vs CSJZX (2.76). 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 : 15.90 vs. CSJZX (11.24). CSJZX return over 5 years is better than : 14.15 vs. IVRIX (-7.59).
| 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 | 12.761 | 14.588 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.07B | 94.5M | 8,540% |
| Annual Yield % from dividends | 2.76 | 4.84 | 57% |
| Returns for 1 year | 11.24 | 15.90 | 71% |
| Returns for 3 years | 38.37 | 27.95 | 137% |
| Returns for 5 years | 14.15 | -7.59 | -186% |
| Returns for 10 years | N/A | 7.49 | - |
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