Interact to see
Advertisement
Advertisement
CSRIX vs IVRTX
CSRIX vs IVRTX Comparison
Open Charts CSRIX vs IVRTX
Cohen & Steers Instl Realty Shares
Price$48.56
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets7.75B
VY® CBRE Real Estate S2
Price$26.99
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets147.02M
CSRIX vs IVRTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSRIX vs. IVRTX commentary
Aug 18, 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 IVRTX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.75B vs. IVRTX (147M). CSRIX pays higher dividends than IVRTX: CSRIX (3.07) vs IVRTX (2.66). CSRIX was incepted earlier than IVRTX: CSRIX (26 years) vs IVRTX (23 years). IVRTX (1.41) is less costly to investors than CSRIX (0.76). IVRTX is a more actively managed with annual turnover of: 82.00 vs. CSRIX (30.00). IVRTX has a lower initial minimum investment than CSRIX: IVRTX (0) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 0.71 vs. IVRTX (-3.90). CSRIX return over 5 years is better than : 37.25 vs. IVRTX (5.79).
| CSRIX | IVRTX | CSRIX / IVRTX | |
| Total Expense Ratio | 0.75 | 1.15 | 65% |
| Annual Report Gross Expense Ratio | 0.76 | 1.41 | 54% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 3.020 | -2.342 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 147M | 5,269% |
| Annual Yield % from dividends | 3.07 | 2.66 | 115% |
| Returns for 1 year | 0.71 | -3.90 | -18% |
| Returns for 3 years | 1.40 | -9.75 | -14% |
| Returns for 5 years | 37.25 | 5.79 | 644% |
| Returns for 10 years | 36.83 | -5.26 | -700% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GVCAX | 11.47 | 0.02 | +0.17% |
| Gabelli Value 25 AAA | |||
| TEQPX | 13.01 | 0.02 | +0.15% |
| Nuveen Emerging Markets Eq Idx Prem | |||
| PXWIX | 35.70 | -0.09 | -0.25% |
| Impax Ellevate Global Women's Ldr Instl | |||
| MWMIX | 34.12 | -0.16 | -0.47% |
| VanEck Morningstar Wide Moat I | |||
| FTCHX | 67.91 | -0.45 | -0.66% |
| Invesco Technology Investor | |||