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CSJZX vs IVRSX
CSJZX vs IVRSX Comparison
Open Charts CSJZX vs IVRSX
Cohen & Steers Realty Shares Z
Price$67.20
Change-$0.39 (-0.58%)
VolumeN/A
Net Assets7.62B
VY® CBRE Real Estate S
Price$27.99
Change-$0.09 (-0.32%)
VolumeN/A
Net Assets154.61M
CSJZX vs IVRSX Comparison Chart
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CSJZX vs. IVRSX commentary
May 09, 2025
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 Buy and IVRSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSJZX has more cash in the bank: 7.62B vs. IVRSX (155M). CSJZX pays higher dividends than IVRSX: CSJZX (2.76) vs IVRSX (2.56). CSJZX was incepted earlier than IVRSX: CSJZX (6 years) vs IVRSX (36 years). IVRSX (1.28) is less costly to investors than CSJZX (0.84). IVRSX is a more actively managed with annual turnover of: 82.00 vs. CSJZX (30.00). CSJZX (0) and IVRSX (0) have matching initial minimum investment requirements. CSJZX annual gain was more profitable for investors over the last year : 15.71 vs. IVRSX (7.55). CSJZX return over 5 years is better than : 43.19 vs. IVRSX (4.07).
| CSJZX | IVRSX | CSJZX / IVRSX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.84 | 1.28 | 66% |
| Fund Existence | 6 years | 36 years | - |
| Gain YTD | 2.647 | -1.821 | -145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.62B | 155M | 4,917% |
| Annual Yield % from dividends | 2.76 | 2.56 | 108% |
| Returns for 1 year | 15.71 | 7.55 | 208% |
| Returns for 3 years | 7.00 | -24.43 | -29% |
| Returns for 5 years | 43.19 | 4.07 | 1,060% |
| Returns for 10 years | N/A | -1.48 | - |