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CSRIX vs IVRTX
CSRIX vs IVRTX Comparison
Open Charts CSRIX vs IVRTX
Cohen & Steers Instl Realty Shares
Price$48.38
Change+$0.19 (+0.39%)
VolumeN/A
Net Assets7.92B
VY® CBRE Real Estate S2
Price$27.88
Change+$0.13 (+0.47%)
VolumeN/A
Net Assets145.07M
CSRIX vs IVRTX Comparison Chart in %
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CSRIX vs. IVRTX commentary
Nov 20, 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: 7.92B vs. IVRTX (145M). CSRIX pays higher dividends than IVRTX: CSRIX (3.17) 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 : -2.35 vs. IVRTX (-3.12). CSRIX return over 5 years is better than : 29.86 vs. IVRTX (3.83).
| 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 | 3.367 | 0.878 | 384% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92B | 145M | 5,461% |
| Annual Yield % from dividends | 3.17 | 2.57 | 123% |
| Returns for 1 year | -2.35 | -3.12 | 75% |
| Returns for 3 years | 19.56 | 9.23 | 212% |
| Returns for 5 years | 29.86 | 3.83 | 779% |
| Returns for 10 years | 37.25 | -1.74 | -2,140% |
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