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IARFX vs VRTPX
IARFX vs VRTPX Comparison
Open Charts IARFX vs VRTPX
Invesco Real Estate R6
Price$16.41
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets764.58M
Vanguard Real Estate II Index
Price$20.89
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.54B
IARFX vs VRTPX Comparison Chart
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IARFX vs. VRTPX commentary
Apr 24, 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 IARFX is a Buy and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.54B vs. IARFX (765M). VRTPX pays higher dividends than IARFX: VRTPX (3.92) vs IARFX (2.65). IARFX was incepted earlier than VRTPX: IARFX (13 years) vs VRTPX (8 years). IARFX (0.80) is less costly to investors than VRTPX (0.08). IARFX is a more actively managed with annual turnover of: 62.00 vs. VRTPX (6.00). IARFX has a lower initial minimum investment than VRTPX: IARFX (1000000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 12.27 vs. IARFX (7.53). VRTPX return over 5 years is better than : 43.73 vs. IARFX (13.88).
| IARFX | VRTPX | IARFX / VRTPX | |
| Total Expense Ratio | 0.80 | 0.08 | 1,000% |
| Annual Report Gross Expense Ratio | 0.80 | 0.08 | 1,000% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | -1.609 | -1.710 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 9.54B | 8% |
| Annual Yield % from dividends | 2.65 | 3.92 | 68% |
| Returns for 1 year | 7.53 | 12.27 | 61% |
| Returns for 3 years | -24.26 | -11.00 | 221% |
| Returns for 5 years | 13.88 | 43.73 | 32% |
| Returns for 10 years | -25.56 | N/A | - |
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