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CSJZX vs IVRSX
CSJZX vs IVRSX Comparison
Open Charts CSJZX vs IVRSX
CSJZX vs IVRSX Comparison Chart in %
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CSJZX vs. IVRSX commentary
Jun 26, 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 StrongBuy and IVRSX is a Hold.
FUNDAMENTALS
Fundamentals
CSJZX has more cash in the bank: 8.07B vs. IVRSX (95.6M). IVRSX pays higher dividends than CSJZX: IVRSX (4.31) vs CSJZX (2.76). CSJZX was incepted earlier than IVRSX: CSJZX (7 years) vs IVRSX (37 years). IVRSX (1.25) is less costly to investors than CSJZX (0.83). IVRSX is a more actively managed with annual turnover of: 97.00 vs. CSJZX (35.00). CSJZX (0) and IVRSX (0) have matching initial minimum investment requirements. IVRSX annual gain was more profitable for investors over the last year : 17.00 vs. CSJZX (11.84). CSJZX return over 5 years is better than : 16.28 vs. IVRSX (-6.62).
| CSJZX | IVRSX | CSJZX / IVRSX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.83 | 1.25 | 66% |
| Fund Existence | 7 years | 37 years | - |
| Gain YTD | 15.362 | 17.462 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.07B | 95.6M | 8,441% |
| Annual Yield % from dividends | 2.76 | 4.31 | 64% |
| Returns for 1 year | 11.84 | 17.00 | 70% |
| Returns for 3 years | 41.56 | 30.36 | 137% |
| Returns for 5 years | 16.28 | -6.62 | -246% |
| Returns for 10 years | N/A | 7.62 | - |
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