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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
Jul 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 Buy and IVRSX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.99B vs. IVRSX (98M). IVRSX pays higher dividends than CSRIX: IVRSX (4.18) vs CSRIX (2.75). CSRIX was incepted earlier than IVRSX: CSRIX (26 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 : 20.92 vs. CSRIX (12.02). CSRIX return over 5 years is better than : 17.45 vs. IVRSX (-6.51).
| 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 | 38 years | - |
| Gain YTD | 16.797 | 21.315 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 98M | 9,169% |
| Annual Yield % from dividends | 2.75 | 4.18 | 66% |
| Returns for 1 year | 12.02 | 20.92 | 57% |
| Returns for 3 years | 31.35 | 31.17 | 101% |
| Returns for 5 years | 17.45 | -6.51 | -268% |
| Returns for 10 years | 45.99 | 2.97 | 1,547% |
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