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CSRIX vs IVRTX
CSRIX vs IVRTX Comparison
Open Charts CSRIX vs IVRTX
Cohen & Steers Instl Realty Shares
Price$50.46
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets7.77B
VY® CBRE Real Estate S2
Price$27.48
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets150.78M
CSRIX vs IVRTX Comparison Chart in %
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CSRIX vs. IVRTX commentary
Jul 28, 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: 7.77B vs. IVRTX (151M). CSRIX pays higher dividends than IVRTX: CSRIX (3.04) vs IVRTX (2.41). CSRIX was incepted earlier than IVRTX: CSRIX (25 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 : 9.85 vs. IVRTX (2.28). CSRIX return over 5 years is better than : 48.79 vs. IVRTX (12.53).
| CSRIX | IVRTX | CSRIX / IVRTX | |
| Total Expense Ratio | 0.75 | 1.15 | 65% |
| Annual Report Gross Expense Ratio | 0.76 | 1.41 | 54% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 7.050 | -0.569 | -1,238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.77B | 151M | 5,144% |
| Annual Yield % from dividends | 3.04 | 2.41 | 126% |
| Returns for 1 year | 9.85 | 2.28 | 432% |
| Returns for 3 years | 12.90 | 0.04 | 28,840% |
| Returns for 5 years | 48.79 | 12.53 | 389% |
| Returns for 10 years | 47.10 | -0.25 | -19,047% |
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