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CSRIX vs IVRIX
CSRIX vs IVRIX Comparison
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CSRIX vs IVRIX Comparison Chart in %
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CSRIX vs. IVRIX 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 CSRIX is a Hold and IVRIX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.11B vs. IVRIX (194M). CSRIX pays higher dividends than IVRIX: CSRIX (2.76) vs IVRIX (2.05). CSRIX was incepted earlier than IVRIX: CSRIX (27 years) vs IVRIX (23 years). IVRIX (1.00) is less costly to investors than CSRIX (0.76). IVRIX is a more actively managed with annual turnover of: 97.00 vs. CSRIX (33.00). IVRIX has a lower initial minimum investment than CSRIX: IVRIX (0) vs CSRIX (1000000). IVRIX annual gain was more profitable for investors over the last year : 12.61 vs. CSRIX (8.61). CSRIX return over 5 years is better than : 11.15 vs. IVRIX (-11.97).
| CSRIX | IVRIX | CSRIX / IVRIX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.76 | 1.00 | 76% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | 11.584 | 14.441 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 194M | 4,694% |
| Annual Yield % from dividends | 2.76 | 2.05 | 134% |
| Returns for 1 year | 8.61 | 12.61 | 68% |
| Returns for 3 years | 33.77 | 33.32 | 101% |
| Returns for 5 years | 11.15 | -11.97 | -93% |
| Returns for 10 years | 47.79 | 7.18 | 666% |
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