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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
Aug 03, 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: 8.21B vs. IVRTX (206M). CSJZX pays higher dividends than IVRTX: CSJZX (2.60) vs IVRTX (1.64). 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 : 23.27 vs. CSJZX (16.60). CSJZX return over 5 years is better than : 14.19 vs. IVRTX (-8.50).
| 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 | 17.048 | 20.059 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.21B | 206M | 3,983% |
| Annual Yield % from dividends | 2.60 | 1.64 | 159% |
| Returns for 1 year | 16.60 | 23.27 | 71% |
| Returns for 3 years | 33.82 | 32.28 | 105% |
| Returns for 5 years | 14.19 | -8.50 | -167% |
| Returns for 10 years | N/A | 0.66 | - |
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