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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
Jun 04, 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: 9.04B vs. IVRTX (91.7M). IVRTX pays higher dividends than CSRIX: IVRTX (4.05) vs CSRIX (2.83). 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 : 12.13 vs. CSRIX (10.34). CSRIX return over 5 years is better than : 16.50 vs. IVRTX (-10.87).
| 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 | 11.169 | 11.573 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 91.7M | 9,860% |
| Annual Yield % from dividends | 2.83 | 4.05 | 70% |
| Returns for 1 year | 10.34 | 12.13 | 85% |
| Returns for 3 years | 34.28 | 19.56 | 175% |
| Returns for 5 years | 16.50 | -10.87 | -152% |
| Returns for 10 years | 49.53 | 1.79 | 2,773% |
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