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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
Sep 13, 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 IVRTX is a Hold.
FUNDAMENTALS
Fundamentals
CSJZX has more cash in the bank: 8.14B vs. IVRTX (194M). CSJZX pays higher dividends than IVRTX: CSJZX (2.67) vs IVRTX (1.68). 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 : 12.16 vs. CSJZX (8.36). CSJZX return over 5 years is better than : 7.81 vs. IVRTX (-13.81).
| 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 | 11.438 | 14.156 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.14B | 194M | 4,196% |
| Annual Yield % from dividends | 2.67 | 1.68 | 159% |
| Returns for 1 year | 8.36 | 12.16 | 69% |
| Returns for 3 years | 33.10 | 31.78 | 104% |
| Returns for 5 years | 7.81 | -13.81 | -57% |
| Returns for 10 years | N/A | 2.74 | - |
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