Interact to see
Advertisement
Advertisement
CSRIX vs IVRSX
CSRIX vs IVRSX Comparison
Open Charts CSRIX vs IVRSX
CSRIX vs IVRSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSRIX vs. IVRSX commentary
Jun 03, 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: 9.04B vs. IVRSX (91.7M). 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 : 12.29 vs. CSRIX (10.34). CSRIX return over 5 years is better than : 16.50 vs. IVRSX (-10.06).
| 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 | 11.169 | 11.665 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 91.7M | 9,860% |
| Annual Yield % from dividends | 2.83 | 4.31 | 65% |
| Returns for 1 year | 10.34 | 12.29 | 84% |
| Returns for 3 years | 34.28 | 20.19 | 170% |
| Returns for 5 years | 16.50 | -10.06 | -164% |
| Returns for 10 years | 49.53 | 3.63 | 1,366% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NBSMX | 61.99 | 1.54 | +2.55% |
| Neuberger Small Cap Growth Instl | |||
| FCDAX | 46.83 | N/A | N/A |
| Fidelity Advisor Stock Selector Sm Cp A | |||
| FIFVX | 29.14 | N/A | N/A |
| Fidelity Advisor Founders I | |||
| OEPIX | 148.42 | N/A | N/A |
| Oil Equipment&Svcs UltraSector Pro Inv | |||
| BMCAX | 30.23 | N/A | N/A |
| BlackRock Advantage Large Cap Gr Inv A | |||