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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
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 IVRSX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.01B vs. IVRSX (94.5M). IVRSX pays higher dividends than CSRIX: IVRSX (4.31) vs CSRIX (2.83). CSRIX was incepted earlier than IVRSX: CSRIX (26 years) vs IVRSX (37 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 : 15.66 vs. CSRIX (11.45). CSRIX return over 5 years is better than : 17.48 vs. IVRSX (-8.70).
| CSRIX | IVRSX | CSRIX / IVRSX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.76 | 1.25 | 61% |
| Fund Existence | 26 years | 37 years | - |
| Gain YTD | 12.788 | 14.490 | 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 | 4.31 | 65% |
| Returns for 1 year | 11.45 | 15.66 | 73% |
| Returns for 3 years | 38.94 | 27.06 | 144% |
| Returns for 5 years | 17.48 | -8.70 | -201% |
| Returns for 10 years | 49.71 | 4.90 | 1,015% |
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