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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
Jul 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 StrongBuy and IVRSX is a Buy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.61B vs. IVRSX (98M). IVRSX pays higher dividends than CSZIX: IVRSX (4.18) vs CSZIX (2.76). CSZIX was incepted earlier than IVRSX: CSZIX (12 years) vs IVRSX (38 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 : 20.92 vs. CSZIX (12.32). CSZIX return over 5 years is better than : 12.85 vs. IVRSX (-6.51).
| 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 | 38 years | - |
| Gain YTD | 16.135 | 21.315 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 98M | 9,805% |
| Annual Yield % from dividends | 2.76 | 4.18 | 66% |
| Returns for 1 year | 12.32 | 20.92 | 59% |
| Returns for 3 years | 32.58 | 31.17 | 105% |
| Returns for 5 years | 12.85 | -6.51 | -197% |
| Returns for 10 years | 64.37 | 2.97 | 2,165% |
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