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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
Jun 24, 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: 9.01B vs. IVRIX (94.5M). IVRIX pays higher dividends than CSRIX: IVRIX (4.84) vs CSRIX (2.83). CSRIX was incepted earlier than IVRIX: CSRIX (26 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 : 15.90 vs. CSRIX (11.45). CSRIX return over 5 years is better than : 17.48 vs. IVRIX (-7.59).
| CSRIX | IVRIX | CSRIX / IVRIX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.76 | 1.00 | 76% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 12.788 | 14.588 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 94.5M | 9,532% |
| Annual Yield % from dividends | 2.83 | 4.84 | 58% |
| Returns for 1 year | 11.45 | 15.90 | 72% |
| Returns for 3 years | 38.94 | 27.95 | 139% |
| Returns for 5 years | 17.48 | -7.59 | -230% |
| Returns for 10 years | 49.71 | 7.49 | 664% |
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