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CSZIX vs IVRIX
CSZIX vs IVRIX Comparison
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CSZIX vs IVRIX Comparison Chart in %
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CSZIX vs. IVRIX commentary
Jun 24, 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 CSZIX is a Hold and IVRIX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.36B vs. IVRIX (94.5M). IVRIX pays higher dividends than CSZIX: IVRIX (4.84) vs CSZIX (2.88). CSZIX was incepted earlier than IVRIX: CSZIX (12 years) vs IVRIX (23 years). IVRIX (1.00) is less costly to investors than CSZIX (0.75). IVRIX is a more actively managed with annual turnover of: 97.00 vs. CSZIX (27.00). CSZIX (0) and IVRIX (0) have matching initial minimum investment requirements. IVRIX annual gain was more profitable for investors over the last year : 15.90 vs. CSZIX (11.37). CSZIX return over 5 years is better than : 12.49 vs. IVRIX (-7.59).
| CSZIX | IVRIX | CSZIX / IVRIX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.75 | 1.00 | 75% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 11.782 | 14.588 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 94.5M | 9,904% |
| Annual Yield % from dividends | 2.88 | 4.84 | 59% |
| Returns for 1 year | 11.37 | 15.90 | 71% |
| Returns for 3 years | 39.73 | 27.95 | 142% |
| Returns for 5 years | 12.49 | -7.59 | -165% |
| Returns for 10 years | 67.67 | 7.49 | 903% |
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