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CSRIX vs IVRTX
CSRIX vs IVRTX Comparison
Open Charts CSRIX vs IVRTX
Cohen & Steers Instl Realty Shares
Price$48.30
Change-$0.86 (-1.75%)
VolumeN/A
Net Assets7.71B
VY® CBRE Real Estate S2
Price$28.23
Change-$0.48 (-1.67%)
VolumeN/A
Net Assets167.32M
CSRIX vs IVRTX Comparison Chart
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CSRIX vs. IVRTX commentary
Jan 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 (167M). CSRIX pays higher dividends than IVRTX: CSRIX (3.10) vs IVRTX (2.16). CSRIX was incepted earlier than IVRTX: CSRIX (25 years) vs IVRTX (22 years). 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 : 10.26 vs. IVRTX (6.00). CSRIX return over 5 years is better than : 15.26 vs. IVRTX (-20.25).
| CSRIX | IVRTX | CSRIX / IVRTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 0.814 | -0.458 | -178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.71B | 167M | 4,618% |
| Annual Yield % from dividends | 3.10 | 2.16 | 144% |
| Returns for 1 year | 10.26 | 6.00 | 171% |
| Returns for 3 years | -2.20 | -28.45 | 8% |
| Returns for 5 years | 15.26 | -20.25 | -75% |
| Returns for 10 years | 19.40 | -9.74 | -199% |
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