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CSJZX vs IVRSX
CSJZX vs IVRSX Comparison
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CSJZX vs IVRSX Comparison Chart in %
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CSJZX vs. IVRSX commentary
Jun 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 IVRSX is a Hold.
FUNDAMENTALS
Fundamentals
CSJZX has more cash in the bank: 8.09B vs. IVRSX (91.7M). 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 : 12.29 vs. CSJZX (10.12). CSJZX return over 5 years is better than : 13.19 vs. IVRSX (-10.06).
| 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 | 11.155 | 11.665 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.09B | 91.7M | 8,826% |
| Annual Yield % from dividends | 2.76 | 4.31 | 64% |
| Returns for 1 year | 10.12 | 12.29 | 82% |
| Returns for 3 years | 33.80 | 20.19 | 167% |
| Returns for 5 years | 13.19 | -10.06 | -131% |
| Returns for 10 years | N/A | 3.63 | - |
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