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CSRIX vs IVRTX
CSRIX vs IVRTX Comparison
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CSRIX vs IVRTX Comparison Chart in %
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CSRIX vs. IVRTX commentary
Aug 23, 2026
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: 9.23B vs. IVRTX (204M). CSRIX pays higher dividends than IVRTX: CSRIX (2.68) vs IVRTX (1.64). CSRIX was incepted earlier than IVRTX: CSRIX (27 years) vs IVRTX (24 years). IVRTX (1.40) is less costly to investors than CSRIX (0.76). IVRTX is a more actively managed with annual turnover of: 97.00 vs. CSRIX (33.00). IVRTX has a lower initial minimum investment than CSRIX: IVRTX (0) vs CSRIX (1000000). IVRTX annual gain was more profitable for investors over the last year : 20.90 vs. CSRIX (15.19). CSRIX return over 5 years is better than : 15.94 vs. IVRTX (-9.36).
| CSRIX | IVRTX | CSRIX / IVRTX | |
| Total Expense Ratio | 0.75 | 1.15 | 65% |
| Annual Report Gross Expense Ratio | 0.76 | 1.40 | 54% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 16.077 | 19.321 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 204M | 4,526% |
| Annual Yield % from dividends | 2.68 | 1.64 | 164% |
| Returns for 1 year | 15.19 | 20.90 | 73% |
| Returns for 3 years | 41.42 | 39.80 | 104% |
| Returns for 5 years | 15.94 | -9.36 | -170% |
| Returns for 10 years | 47.19 | 2.44 | 1,935% |
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