Interact to see
Advertisement
Advertisement
CSZIX vs IVRSX
CSZIX vs IVRSX Comparison
Open Charts CSZIX vs IVRSX
CSZIX vs IVRSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSZIX vs. IVRSX commentary
Aug 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 Hold and IVRSX is a Buy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.87B vs. IVRSX (202M). CSZIX (1.84) and IVRSX (1.76) 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 : 20.02 vs. CSZIX (16.00). CSZIX return over 5 years is better than : 11.20 vs. IVRSX (-9.94).
| 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 | 15.727 | 17.903 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 202M | 4,884% |
| Annual Yield % from dividends | 1.84 | 1.76 | 104% |
| Returns for 1 year | 16.00 | 20.02 | 80% |
| Returns for 3 years | 38.09 | 34.17 | 111% |
| Returns for 5 years | 11.20 | -9.94 | -113% |
| Returns for 10 years | 64.30 | 1.72 | 3,733% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement