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CREFX vs IVRTX
CREFX vs IVRTX Comparison
Open Charts CREFX vs IVRTX
Cohen & Steers Real Estate Securities F
Price$17.49
Change-$0.25 (-1.41%)
VolumeN/A
Net Assets8.18B
VY® CBRE Real Estate S2
Price$27.83
Change-$0.28 (-1.00%)
VolumeN/A
Net Assets147.27M
CREFX vs IVRTX Comparison Chart in %
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CREFX vs. IVRTX 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 IVRTX is a Hold.
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 8.18B vs. IVRTX (147M). CREFX pays higher dividends than IVRTX: CREFX (2.90) vs IVRTX (2.57). CREFX was incepted earlier than IVRTX: CREFX (9 years) vs IVRTX (23 years). IVRTX (1.41) is less costly to investors than CREFX (0.75). IVRTX is a more actively managed with annual turnover of: 82.00 vs. CREFX (35.00). CREFX (0) and IVRTX (0) have matching initial minimum investment requirements. IVRTX annual gain was more profitable for investors over the last year : -1.82 vs. CREFX (-2.02). CREFX return over 5 years is better than : 24.95 vs. IVRTX (3.92).
| CREFX | IVRTX | CREFX / IVRTX | |
| Total Expense Ratio | 0.75 | 1.15 | 65% |
| Annual Report Gross Expense Ratio | 0.75 | 1.41 | 53% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.614 | 1.710 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.18B | 147M | 5,563% |
| Annual Yield % from dividends | 2.90 | 2.57 | 113% |
| Returns for 1 year | -2.02 | -1.82 | 111% |
| Returns for 3 years | 20.62 | 8.79 | 235% |
| Returns for 5 years | 24.95 | 3.92 | 636% |
| Returns for 10 years | N/A | 2.53 | - |
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