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CSZIX vs IVRSX
CSZIX vs IVRSX Comparison
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CSZIX vs IVRSX Comparison Chart in %
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CSZIX vs. IVRSX commentary
Jun 03, 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 IVRSX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.52B vs. IVRSX (91.7M). IVRSX pays higher dividends than CSZIX: IVRSX (4.31) vs CSZIX (2.88). CSZIX was incepted earlier than IVRSX: CSZIX (12 years) vs IVRSX (37 years). IVRSX (1.25) is less costly to investors than CSZIX (0.75). IVRSX is a more actively managed with annual turnover of: 97.00 vs. CSZIX (27.00). CSZIX (0) and IVRSX (0) have matching initial minimum investment requirements. IVRSX annual gain was more profitable for investors over the last year : 12.29 vs. CSZIX (10.53). CSZIX return over 5 years is better than : 11.94 vs. IVRSX (-10.06).
| CSZIX | IVRSX | CSZIX / IVRSX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.75 | 1.25 | 60% |
| Fund Existence | 12 years | 37 years | - |
| Gain YTD | 10.449 | 11.665 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 91.7M | 10,385% |
| Annual Yield % from dividends | 2.88 | 4.31 | 67% |
| Returns for 1 year | 10.53 | 12.29 | 86% |
| Returns for 3 years | 35.47 | 20.19 | 176% |
| Returns for 5 years | 11.94 | -10.06 | -119% |
| Returns for 10 years | 67.63 | 3.63 | 1,865% |
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