CSRIX
Price
$49.41
Change
-$0.19 (-0.38%)
Updated
Aug 28 closing price
Net Assets
7.75B
IVRIX
Price
$27.80
Change
-$0.07 (-0.25%)
Updated
Aug 28 closing price
Net Assets
149.44M
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CSRIX vs IVRIX

Header iconCSRIX vs IVRIX Comparison
Open Charts CSRIX vs IVRIXBanner chart's image
Cohen & Steers Instl Realty Shares
Price$49.41
Change-$0.19 (-0.38%)
VolumeN/A
Net Assets7.75B
VY® CBRE Real Estate I
Price$27.80
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets149.44M
CSRIX vs IVRIX Comparison Chart in %
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CSRIX vs. IVRIX commentary
Aug 30, 2025

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 CSRIX is a Hold and IVRIX is a Buy.

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FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.75B vs. IVRIX (149M). IVRIX (3.14) and CSRIX (3.07) have matching dividends . CSRIX was incepted earlier than IVRIX: CSRIX (26 years) vs IVRIX (22 years). IVRIX (1.01) is less costly to investors than CSRIX (0.76). IVRIX is a more actively managed with annual turnover of: 82.00 vs. CSRIX (30.00). IVRIX has a lower initial minimum investment than CSRIX: IVRIX (0) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : -0.15 vs. IVRIX (-3.82). CSRIX return over 5 years is better than : 37.13 vs. IVRIX (9.65).
CSRIXIVRIXCSRIX / IVRIX
Total Expense Ratio0.750.75100%
Annual Report Gross Expense Ratio0.761.0175%
Fund Existence26 years22 years-
Gain YTD5.2260.768680%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.75B149M5,199%
Annual Yield % from dividends3.073.1498%
Returns for 1 year-0.15-3.824%
Returns for 3 years11.131.42786%
Returns for 5 years37.139.65385%
Returns for 10 years52.4711.11472%
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