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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
Jun 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: 9.36B vs. IVRTX (93.3M). IVRTX pays higher dividends than CSZIX: IVRTX (4.05) vs CSZIX (2.88). 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 : 15.48 vs. CSZIX (11.37). CSZIX return over 5 years is better than : 12.49 vs. IVRTX (-9.50).
| 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 | 11.782 | 14.414 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 93.3M | 10,031% |
| Annual Yield % from dividends | 2.88 | 4.05 | 71% |
| Returns for 1 year | 11.37 | 15.48 | 73% |
| Returns for 3 years | 39.73 | 26.44 | 150% |
| Returns for 5 years | 12.49 | -9.50 | -132% |
| Returns for 10 years | 67.67 | 3.04 | 2,225% |
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