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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
Sep 05, 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 Buy and IVRSX is a Hold.
FUNDAMENTALS
Fundamentals
CSJZX has more cash in the bank: 8.39B vs. IVRSX (198M). CSJZX pays higher dividends than IVRSX: CSJZX (2.67) vs IVRSX (1.82). CSJZX was incepted earlier than IVRSX: CSJZX (7 years) vs IVRSX (38 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 : 16.65 vs. CSJZX (13.91). CSJZX return over 5 years is better than : 6.46 vs. IVRSX (-15.07).
| 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 | 38 years | - |
| Gain YTD | 14.320 | 16.141 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.39B | 198M | 4,235% |
| Annual Yield % from dividends | 2.67 | 1.82 | 147% |
| Returns for 1 year | 13.91 | 16.65 | 84% |
| Returns for 3 years | 34.63 | 33.05 | 105% |
| Returns for 5 years | 6.46 | -15.07 | -43% |
| Returns for 10 years | N/A | 0.84 | - |
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