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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 24, 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: 8.07B vs. IVRSX (94.5M). 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 : 15.66 vs. CSJZX (11.24). CSJZX return over 5 years is better than : 14.15 vs. IVRSX (-8.70).
| 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 | 12.761 | 14.490 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.07B | 94.5M | 8,540% |
| Annual Yield % from dividends | 2.76 | 4.31 | 64% |
| Returns for 1 year | 11.24 | 15.66 | 72% |
| Returns for 3 years | 38.37 | 27.06 | 142% |
| Returns for 5 years | 14.15 | -8.70 | -163% |
| Returns for 10 years | N/A | 4.90 | - |
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