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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 03, 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: 8.99B vs. IVRTX (206M). CSRIX pays higher dividends than IVRTX: CSRIX (2.68) vs IVRTX (1.64). CSRIX was incepted earlier than IVRTX: CSRIX (26 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 : 23.27 vs. CSRIX (16.82). CSRIX return over 5 years is better than : 17.56 vs. IVRTX (-8.50).
| CSRIX | IVRTX | CSRIX / IVRTX | |
| Total Expense Ratio | 0.75 | 1.15 | 65% |
| Annual Report Gross Expense Ratio | 0.76 | 1.40 | 54% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 17.094 | 20.059 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 206M | 4,362% |
| Annual Yield % from dividends | 2.68 | 1.64 | 164% |
| Returns for 1 year | 16.82 | 23.27 | 72% |
| Returns for 3 years | 34.37 | 32.28 | 106% |
| Returns for 5 years | 17.56 | -8.50 | -207% |
| Returns for 10 years | 46.16 | 0.66 | 6,985% |
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