Interact to see
Advertisement
Advertisement
CSZIX vs IVRIX
CSZIX vs IVRIX Comparison
Open Charts CSZIX vs IVRIX
CSZIX vs IVRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSZIX vs. IVRIX 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 CSZIX is a StrongBuy and IVRIX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. IVRIX (96.1M). IVRIX pays higher dividends than CSZIX: IVRIX (4.69) vs CSZIX (2.76). 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 : 20.50 vs. CSZIX (14.24). CSZIX return over 5 years is better than : 12.88 vs. IVRIX (-6.85).
| 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 | 15.143 | 18.496 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 96.1M | 9,999% |
| Annual Yield % from dividends | 2.76 | 4.69 | 59% |
| Returns for 1 year | 14.24 | 20.50 | 69% |
| Returns for 3 years | 32.82 | 30.26 | 108% |
| Returns for 5 years | 12.88 | -6.85 | -188% |
| Returns for 10 years | 65.31 | 4.78 | 1,367% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement