Interact to see
Advertisement
Advertisement
CSRIX vs IVRTX
CSRIX vs IVRTX Comparison
Open Charts CSRIX vs IVRTX
Cohen & Steers Instl Realty Shares
Price$48.10
Change-$0.27 (-0.56%)
VolumeN/A
Net Assets7.71B
VY® CBRE Real Estate S2
Price$27.40
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets155.99M
CSRIX vs IVRTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSRIX vs. IVRTX commentary
May 23, 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 IVRTX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.71B vs. IVRTX (156M). CSRIX pays higher dividends than IVRTX: CSRIX (2.91) vs IVRTX (2.43). CSRIX was incepted earlier than IVRTX: CSRIX (25 years) vs IVRTX (23 years). IVRTX (1.41) is less costly to investors than CSRIX (0.76). IVRTX is a more actively managed with annual turnover of: 82.00 vs. CSRIX (30.00). IVRTX has a lower initial minimum investment than CSRIX: IVRTX (0) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 12.55 vs. IVRTX (6.27). CSRIX return over 5 years is better than : 50.98 vs. IVRTX (7.03).
| CSRIX | IVRTX | CSRIX / IVRTX | |
| Total Expense Ratio | 0.75 | 1.15 | 65% |
| Annual Report Gross Expense Ratio | 0.76 | 1.41 | 54% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 4.172 | -0.494 | -845% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.71B | 156M | 4,943% |
| Annual Yield % from dividends | 2.91 | 2.43 | 120% |
| Returns for 1 year | 12.55 | 6.27 | 200% |
| Returns for 3 years | 11.76 | -18.37 | -64% |
| Returns for 5 years | 50.98 | 7.03 | 725% |
| Returns for 10 years | 32.52 | -1.21 | -2,693% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement