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IARFX vs VRTPX
IARFX vs VRTPX Comparison
Open Charts IARFX vs VRTPX
Invesco Real Estate R6
Price$17.15
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets802.47M
Vanguard Real Estate II Index
Price$21.91
Change+$0.12 (+0.55%)
VolumeN/A
Net Assets9.79B
IARFX vs VRTPX Comparison Chart
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IARFX vs. VRTPX commentary
Apr 04, 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: 9.79B vs. IARFX (802M). 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 : 13.11 vs. IARFX (7.40). VRTPX return over 5 years is better than : 70.10 vs. IARFX (24.22).
| 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 | 2.286 | 3.287 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 802M | 9.79B | 8% |
| Annual Yield % from dividends | 2.65 | 3.92 | 68% |
| Returns for 1 year | 7.40 | 13.11 | 56% |
| Returns for 3 years | -20.40 | -7.07 | 289% |
| Returns for 5 years | 24.22 | 70.10 | 35% |
| Returns for 10 years | -24.53 | N/A | - |
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