CSRIX
Price
$48.98
Change
+$0.37 (+0.76%)
Updated
Nov 25 closing price
Net Assets
7.92B
IVRSX
Price
$28.40
Change
+$0.20 (+0.71%)
Updated
Nov 25 closing price
Net Assets
147.04M
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CSRIX vs IVRSX

Header iconCSRIX vs IVRSX Comparison
Open Charts CSRIX vs IVRSXBanner chart's image
Cohen & Steers Instl Realty Shares
Price$48.98
Change+$0.37 (+0.76%)
VolumeN/A
Net Assets7.92B
VY® CBRE Real Estate S
Price$28.40
Change+$0.20 (+0.71%)
VolumeN/A
Net Assets147.04M
CSRIX vs IVRSX Comparison Chart in %
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CSRIX vs. IVRSX commentary
Nov 27, 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.

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FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.92B vs. IVRSX (147M). CSRIX pays higher dividends than IVRSX: CSRIX (3.17) vs IVRSX (2.72). 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 : -3.61 vs. IVRSX (-5.17). CSRIX return over 5 years is better than : 31.44 vs. IVRSX (4.27).
CSRIXIVRSXCSRIX / IVRSX
Total Expense Ratio0.751.0075%
Annual Report Gross Expense Ratio0.761.2660%
Fund Existence26 years37 years-
Gain YTD4.6491.469317%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.92B147M5,387%
Annual Yield % from dividends3.172.72116%
Returns for 1 year-3.61-5.1770%
Returns for 3 years18.778.64217%
Returns for 5 years31.444.27737%
Returns for 10 years37.55-0.46-8,160%
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