Interact to see
Advertisement
Advertisement
CREFX vs IVRSX
CREFX vs IVRSX Comparison
Open Charts CREFX vs IVRSX
Cohen & Steers Real Estate Securities F
Price$17.74
Change-$0.17 (-0.95%)
VolumeN/A
Net Assets8.18B
VY® CBRE Real Estate S
Price$28.30
Change-$0.27 (-0.95%)
VolumeN/A
Net Assets148.66M
CREFX vs IVRSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CREFX vs. IVRSX commentary
Nov 14, 2025
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 CREFX is a Buy and IVRSX is a Hold.
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 8.18B vs. IVRSX (149M). CREFX pays higher dividends than IVRSX: CREFX (2.90) vs IVRSX (2.72). CREFX was incepted earlier than IVRSX: CREFX (9 years) vs IVRSX (37 years). IVRSX (1.26) is less costly to investors than CREFX (0.75). IVRSX is a more actively managed with annual turnover of: 82.00 vs. CREFX (35.00). CREFX (0) and IVRSX (0) have matching initial minimum investment requirements. CREFX annual gain was more profitable for investors over the last year : -0.13 vs. IVRSX (-1.68). CREFX return over 5 years is better than : 26.74 vs. IVRSX (4.88).
| CREFX | IVRSX | CREFX / IVRSX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.75 | 1.26 | 60% |
| Fund Existence | 9 years | 37 years | - |
| Gain YTD | 5.095 | 1.829 | 279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.18B | 149M | 5,488% |
| Annual Yield % from dividends | 2.90 | 2.72 | 107% |
| Returns for 1 year | -0.13 | -1.68 | 8% |
| Returns for 3 years | 19.34 | 9.30 | 208% |
| Returns for 5 years | 26.74 | 4.88 | 548% |
| Returns for 10 years | N/A | 4.36 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers