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CSRIX vs IVRTX
CSRIX vs IVRTX Comparison
Open Charts CSRIX vs IVRTX
Cohen & Steers Instl Realty Shares
Price$49.45
Change-$0.37 (-0.74%)
VolumeN/A
Net Assets7.8B
VY® CBRE Real Estate S2
Price$28.12
Change-$0.25 (-0.88%)
VolumeN/A
Net Assets153.67M
CSRIX vs IVRTX Comparison Chart
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CSRIX vs. IVRTX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.8B vs. IVRTX (154M). CSRIX pays higher dividends than IVRTX: CSRIX (2.88) vs IVRTX (2.38). 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 : 11.35 vs. IVRTX (7.59). CSRIX return over 5 years is better than : 37.73 vs. IVRTX (-2.51).
| 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 | 3.920 | 0.035 | 11,117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.8B | 154M | 5,062% |
| Annual Yield % from dividends | 2.88 | 2.38 | 121% |
| Returns for 1 year | 11.35 | 7.59 | 150% |
| Returns for 3 years | 19.65 | -10.62 | -185% |
| Returns for 5 years | 37.73 | -2.51 | -1,505% |
| Returns for 10 years | 36.00 | 2.38 | 1,514% |
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