CSRIX
Price
$48.31
Change
-$0.35 (-0.72%)
Updated
Aug 14 closing price
Net Assets
7.75B
IVRSX
Price
$27.04
Change
-$0.26 (-0.95%)
Updated
Aug 14 closing price
Net Assets
147.94M
Interact to see
Advertisement

CSRIX vs IVRSX

Header iconCSRIX vs IVRSX Comparison
Open Charts CSRIX vs IVRSXBanner chart's image
Cohen & Steers Instl Realty Shares
Price$48.31
Change-$0.35 (-0.72%)
VolumeN/A
Net Assets7.75B
VY® CBRE Real Estate S
Price$27.04
Change-$0.26 (-0.95%)
VolumeN/A
Net Assets147.94M
CSRIX vs IVRSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CSRIX vs. IVRSX commentary
Aug 15, 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 IVRSX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.75B vs. IVRSX (148M). CSRIX pays higher dividends than IVRSX: CSRIX (3.07) vs IVRSX (2.81). CSRIX was incepted earlier than IVRSX: CSRIX (26 years) vs IVRSX (37 years). IVRSX (1.26) is less costly to investors than CSRIX (0.76). IVRSX is a more actively managed with annual turnover of: 82.00 vs. CSRIX (30.00). IVRSX has a lower initial minimum investment than CSRIX: IVRSX (0) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 0.54 vs. IVRSX (-3.23). CSRIX return over 5 years is better than : 37.53 vs. IVRSX (7.26).
CSRIXIVRSXCSRIX / IVRSX
Total Expense Ratio0.751.0075%
Annual Report Gross Expense Ratio0.761.2660%
Fund Existence26 years37 years-
Gain YTD3.232-1.770-183%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.75B148M5,234%
Annual Yield % from dividends3.072.81109%
Returns for 1 year0.54-3.23-17%
Returns for 3 years1.35-8.87-15%
Returns for 5 years37.537.26517%
Returns for 10 years37.49-2.84-1,321%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SIGWX7.26N/A
N/A
Touchstone Small Company Y
FCVTX19.51N/A
N/A
Fidelity Advisor Small Cap Value M
LICVX18.20N/A
N/A
Lord Abbett International Equity R6
JHJCX23.16N/A
N/A
JHancock ESG Large Cap Core C
RLBCX37.28-0.02
-0.05%
American Funds American Balanced R3