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CSRIX vs IVRTX
CSRIX vs IVRTX Comparison
Open Charts CSRIX vs IVRTX
Cohen & Steers Instl Realty Shares
Price$49.52
Change+$0.47 (+0.96%)
VolumeN/A
Net Assets7.93B
VY® CBRE Real Estate S2
Price$27.47
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets147.15M
CSRIX vs IVRTX Comparison Chart in %
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CSRIX vs. IVRTX commentary
Sep 27, 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 Buy and IVRTX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.93B vs. IVRTX (147M). CSRIX pays higher dividends than IVRTX: CSRIX (3.01) vs IVRTX (2.57). CSRIX was incepted earlier than IVRTX: CSRIX (26 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 : -3.92 vs. IVRTX (-6.97). CSRIX return over 5 years is better than : 41.80 vs. IVRTX (12.78).
| CSRIX | IVRTX | CSRIX / IVRTX | |
| Total Expense Ratio | 0.75 | 1.15 | 65% |
| Annual Report Gross Expense Ratio | 0.76 | 1.41 | 54% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 4.059 | -0.606 | -670% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.93B | 147M | 5,396% |
| Annual Yield % from dividends | 3.01 | 2.57 | 117% |
| Returns for 1 year | -3.92 | -6.97 | 56% |
| Returns for 3 years | 28.08 | 15.91 | 176% |
| Returns for 5 years | 41.80 | 12.78 | 327% |
| Returns for 10 years | 47.44 | 3.02 | 1,572% |
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