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CSZIX vs IVRTX
CSZIX vs IVRTX Comparison
Open Charts CSZIX vs IVRTX
CSZIX vs IVRTX Comparison Chart in %
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CSZIX vs. IVRTX commentary
Aug 23, 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 IVRTX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 9.87B vs. IVRTX (204M). CSZIX pays higher dividends than IVRTX: CSZIX (1.84) vs IVRTX (1.64). CSZIX was incepted earlier than IVRTX: CSZIX (12 years) vs IVRTX (24 years). IVRTX (1.40) is less costly to investors than CSZIX (0.75). IVRTX is a more actively managed with annual turnover of: 97.00 vs. CSZIX (27.00). CSZIX (0) and IVRTX (0) have matching initial minimum investment requirements. IVRTX annual gain was more profitable for investors over the last year : 20.90 vs. CSZIX (14.81). CSZIX return over 5 years is better than : 11.07 vs. IVRTX (-9.36).
| CSZIX | IVRTX | CSZIX / IVRTX | |
| Total Expense Ratio | 0.75 | 1.15 | 65% |
| Annual Report Gross Expense Ratio | 0.75 | 1.40 | 54% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 15.260 | 19.321 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 204M | 4,836% |
| Annual Yield % from dividends | 1.84 | 1.64 | 113% |
| Returns for 1 year | 14.81 | 20.90 | 71% |
| Returns for 3 years | 42.33 | 39.80 | 106% |
| Returns for 5 years | 11.07 | -9.36 | -118% |
| Returns for 10 years | 65.37 | 2.44 | 2,680% |
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