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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
Sep 13, 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: 9.11B vs. IVRTX (194M). CSRIX pays higher dividends than IVRTX: CSRIX (2.76) vs IVRTX (1.68). 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 : 12.16 vs. CSRIX (8.61). CSRIX return over 5 years is better than : 11.15 vs. IVRTX (-13.81).
| 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 | 11.584 | 14.156 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 194M | 4,694% |
| Annual Yield % from dividends | 2.76 | 1.68 | 164% |
| Returns for 1 year | 8.61 | 12.16 | 71% |
| Returns for 3 years | 33.77 | 31.78 | 106% |
| Returns for 5 years | 11.15 | -13.81 | -81% |
| Returns for 10 years | 47.79 | 2.74 | 1,743% |
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