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CSJZX vs IVRTX
CSJZX vs IVRTX Comparison
Open Charts CSJZX vs IVRTX
CSJZX vs IVRTX Comparison Chart in %
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CSJZX vs. IVRTX commentary
Jul 14, 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 IVRTX is a Hold.
FUNDAMENTALS
Fundamentals
CSJZX has more cash in the bank: 8.21B vs. IVRTX (96.1M). IVRTX pays higher dividends than CSJZX: IVRTX (3.92) vs CSJZX (2.67). CSJZX was incepted earlier than IVRTX: CSJZX (7 years) vs IVRTX (24 years). IVRTX (1.40) is less costly to investors than CSJZX (0.83). IVRTX is a more actively managed with annual turnover of: 97.00 vs. CSJZX (35.00). CSJZX (0) and IVRTX (0) have matching initial minimum investment requirements. IVRTX annual gain was more profitable for investors over the last year : 20.03 vs. CSJZX (13.66). CSJZX return over 5 years is better than : 13.98 vs. IVRTX (-8.79).
| CSJZX | IVRTX | CSJZX / IVRTX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.83 | 1.40 | 59% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 15.630 | 18.288 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.21B | 96.1M | 8,538% |
| Annual Yield % from dividends | 2.67 | 3.92 | 68% |
| Returns for 1 year | 13.66 | 20.03 | 68% |
| Returns for 3 years | 30.91 | 28.76 | 107% |
| Returns for 5 years | 13.98 | -8.79 | -159% |
| Returns for 10 years | N/A | 0.41 | - |
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