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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
Jun 23, 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: 8.07B vs. IVRTX (93.3M). IVRTX pays higher dividends than CSJZX: IVRTX (4.05) vs CSJZX (2.76). 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 : 15.48 vs. CSJZX (11.24). CSJZX return over 5 years is better than : 14.15 vs. IVRTX (-9.50).
| 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 | 12.761 | 14.414 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.07B | 93.3M | 8,650% |
| Annual Yield % from dividends | 2.76 | 4.05 | 68% |
| Returns for 1 year | 11.24 | 15.48 | 73% |
| Returns for 3 years | 38.37 | 26.44 | 145% |
| Returns for 5 years | 14.15 | -9.50 | -149% |
| Returns for 10 years | N/A | 3.04 | - |
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