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CSJZX vs IVRIX
CSJZX vs IVRIX Comparison
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CSJZX vs IVRIX Comparison Chart in %
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CSJZX vs. IVRIX 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 CSJZX is a Hold and IVRIX is a Hold.
FUNDAMENTALS
Fundamentals
CSJZX has more cash in the bank: 8.21B vs. IVRIX (206M). CSJZX pays higher dividends than IVRIX: CSJZX (2.60) vs IVRIX (1.99). 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 : 23.74 vs. CSJZX (16.60). CSJZX return over 5 years is better than : 14.19 vs. IVRIX (-6.55).
| 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 | 17.048 | 20.303 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.21B | 206M | 3,983% |
| Annual Yield % from dividends | 2.60 | 1.99 | 130% |
| Returns for 1 year | 16.60 | 23.74 | 70% |
| Returns for 3 years | 33.82 | 33.84 | 100% |
| Returns for 5 years | 14.19 | -6.55 | -217% |
| Returns for 10 years | N/A | 5.02 | - |
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