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IARIX vs VGSIX
IARIX vs VGSIX Comparison
Open Charts IARIX vs VGSIX
Invesco Real Estate R5
Price$16.87
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets741.02M
Vanguard Real Estate Index Investor
Price$29.79
Change+$0.19 (+0.64%)
VolumeN/A
Net Assets63.57B
IARIX vs VGSIX Comparison Chart in %
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IARIX vs. VGSIX commentary
Jul 02, 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 IARIX is a Hold and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. IARIX (741M). VGSIX pays higher dividends than IARIX: VGSIX (3.75) vs IARIX (2.50). IARIX was incepted earlier than VGSIX: IARIX (21 years) vs VGSIX (29 years). IARIX (0.87) is less costly to investors than VGSIX (0.27). IARIX is a more actively managed with annual turnover of: 63.00 vs. VGSIX (7.00). VGSIX has a lower initial minimum investment than IARIX: VGSIX (0) vs IARIX (1000000). VGSIX annual gain was more profitable for investors over the last year : 9.47 vs. IARIX (5.66). VGSIX return over 5 years is better than : 32.26 vs. IARIX (4.34).
| IARIX | VGSIX | IARIX / VGSIX | |
| Total Expense Ratio | 0.87 | 0.27 | 322% |
| Annual Report Gross Expense Ratio | 0.87 | 0.27 | 322% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 1.354 | 1.238 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 63.6B | 1% |
| Annual Yield % from dividends | 2.50 | 3.75 | 67% |
| Returns for 1 year | 5.66 | 9.47 | 60% |
| Returns for 3 years | -9.43 | 7.79 | -121% |
| Returns for 5 years | 4.34 | 32.26 | 13% |
| Returns for 10 years | -19.01 | 61.90 | -31% |
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