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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
Sep 05, 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 Buy and IVRSX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.87B vs. IVRSX (198M). CSZIX (1.89) and IVRSX (1.82) have matching dividends . 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 : 16.65 vs. CSZIX (13.72). CSZIX return over 5 years is better than : 4.89 vs. IVRSX (-15.07).
| 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 | 13.450 | 16.141 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 198M | 4,982% |
| Annual Yield % from dividends | 1.89 | 1.82 | 104% |
| Returns for 1 year | 13.72 | 16.65 | 82% |
| Returns for 3 years | 35.80 | 33.05 | 108% |
| Returns for 5 years | 4.89 | -15.07 | -32% |
| Returns for 10 years | 61.47 | 0.84 | 7,310% |
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