CSRIX
Price
$49.46
Change
+$0.47 (+0.96%)
Updated
Sep 5 closing price
Net Assets
7.75B
IVRSX
Price
$28.08
Change
+$0.20 (+0.72%)
Updated
Sep 5 closing price
Net Assets
149.67M
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$49.46
Change+$0.47 (+0.96%)
VolumeN/A
Net Assets7.75B
VY® CBRE Real Estate S
Price$28.08
Change+$0.20 (+0.72%)
VolumeN/A
Net Assets149.67M
CSRIX vs IVRSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CSRIX vs. IVRSX commentary
Sep 06, 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 Buy and IVRSX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.75B vs. IVRSX (150M). CSRIX pays higher dividends than IVRSX: CSRIX (3.01) vs IVRSX (2.71). 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 : -1.20 vs. IVRSX (-4.75). CSRIX return over 5 years is better than : 37.63 vs. IVRSX (8.20).
CSRIXIVRSXCSRIX / IVRSX
Total Expense Ratio0.751.0075%
Annual Report Gross Expense Ratio0.761.2660%
Fund Existence26 years37 years-
Gain YTD4.9290.3171,553%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.75B150M5,164%
Annual Yield % from dividends3.012.71111%
Returns for 1 year-1.20-4.7525%
Returns for 3 years12.832.61491%
Returns for 5 years37.638.20459%
Returns for 10 years53.599.22581%
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 %
JHEIX20.05N/A
N/A
JHancock Equity Income A
WHGLX14.21N/A
N/A
Westwood Quality Value Fund Inst
LSIRX43.98N/A
N/A
ClearBridge Mid Cap IS
BGSIX78.41N/A
N/A
BlackRock Technology Opportunities Instl
JMIGX31.17N/A
N/A
Jacob Discovery Fd Instl