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CSRIX vs IVRTX
CSRIX vs IVRTX Comparison
Open Charts CSRIX vs IVRTX
CSRIX vs IVRTX Comparison Chart in %
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CSRIX vs. IVRTX commentary
Jul 14, 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 StrongBuy and IVRTX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.99B vs. IVRTX (96.1M). IVRTX pays higher dividends than CSRIX: IVRTX (3.92) vs CSRIX (2.75). 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 : 20.03 vs. CSRIX (13.84). CSRIX return over 5 years is better than : 17.34 vs. IVRTX (-8.79).
| 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 | 15.674 | 18.288 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 96.1M | 9,351% |
| Annual Yield % from dividends | 2.75 | 3.92 | 70% |
| Returns for 1 year | 13.84 | 20.03 | 69% |
| Returns for 3 years | 31.46 | 28.76 | 109% |
| Returns for 5 years | 17.34 | -8.79 | -197% |
| Returns for 10 years | 46.85 | 0.41 | 11,322% |
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