CSRIX
Price
$48.94
Change
+$0.83 (+1.73%)
Updated
Aug 19 closing price
Net Assets
7.75B
IVRSX
Price
$27.42
Change
+$0.48 (+1.78%)
Updated
Aug 19 closing price
Net Assets
148.2M
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CSRIX vs IVRSX

Header iconCSRIX vs IVRSX Comparison
Open Charts CSRIX vs IVRSXBanner chart's image
Cohen & Steers Instl Realty Shares
Price$48.94
Change+$0.83 (+1.73%)
VolumeN/A
Net Assets7.75B
VY® CBRE Real Estate S
Price$27.42
Change+$0.48 (+1.78%)
VolumeN/A
Net Assets148.2M
CSRIX vs IVRSX Comparison Chart in %
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CSRIX vs. IVRSX commentary
Aug 20, 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 CSRIX is a Buy and IVRSX is a Buy.

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FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.75B vs. IVRSX (148M). CSRIX pays higher dividends than IVRSX: CSRIX (3.07) vs IVRSX (2.81). CSRIX was incepted earlier than IVRSX: CSRIX (26 years) vs IVRSX (37 years). IVRSX (1.26) is less costly to investors than CSRIX (0.76). IVRSX is a more actively managed with annual turnover of: 82.00 vs. CSRIX (30.00). IVRSX has a lower initial minimum investment than CSRIX: IVRSX (0) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : -0.12 vs. IVRSX (-3.70). CSRIX return over 5 years is better than : 37.60 vs. IVRSX (8.18).
CSRIXIVRSXCSRIX / IVRSX
Total Expense Ratio0.751.0075%
Annual Report Gross Expense Ratio0.761.2660%
Fund Existence26 years37 years-
Gain YTD2.065-1.338-154%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.75B148M5,234%
Annual Yield % from dividends3.072.81109%
Returns for 1 year-0.12-3.703%
Returns for 3 years2.63-6.12-43%
Returns for 5 years37.608.18459%
Returns for 10 years40.460.735,542%
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