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CSRIX vs IVRSX
CSRIX vs IVRSX Comparison
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CSRIX vs IVRSX Comparison Chart in %
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CSRIX vs. IVRSX commentary
Sep 05, 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 Buy and IVRSX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. IVRSX (198M). CSRIX pays higher dividends than IVRSX: CSRIX (2.76) vs IVRSX (1.82). CSRIX was incepted earlier than IVRSX: CSRIX (27 years) vs IVRSX (38 years). IVRSX (1.25) is less costly to investors than CSRIX (0.76). IVRSX is a more actively managed with annual turnover of: 97.00 vs. CSRIX (33.00). IVRSX has a lower initial minimum investment than CSRIX: IVRSX (0) vs CSRIX (1000000). IVRSX annual gain was more profitable for investors over the last year : 16.65 vs. CSRIX (14.14). CSRIX return over 5 years is better than : 9.72 vs. IVRSX (-15.07).
| CSRIX | IVRSX | CSRIX / IVRSX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.76 | 1.25 | 61% |
| Fund Existence | 27 years | 38 years | - |
| Gain YTD | 14.424 | 16.141 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 198M | 4,663% |
| Annual Yield % from dividends | 2.76 | 1.82 | 152% |
| Returns for 1 year | 14.14 | 16.65 | 85% |
| Returns for 3 years | 35.26 | 33.05 | 107% |
| Returns for 5 years | 9.72 | -15.07 | -65% |
| Returns for 10 years | 43.99 | 0.84 | 5,232% |
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