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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 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 IVRSX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.36B vs. IVRSX (94.5M). 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 : 15.66 vs. CSZIX (11.37). CSZIX return over 5 years is better than : 12.49 vs. IVRSX (-8.70).
| 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 | 11.782 | 14.490 | 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 | 4.31 | 67% |
| Returns for 1 year | 11.37 | 15.66 | 73% |
| Returns for 3 years | 39.73 | 27.06 | 147% |
| Returns for 5 years | 12.49 | -8.70 | -144% |
| Returns for 10 years | 67.67 | 4.90 | 1,382% |
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