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IARIX vs VGSIX
IARIX vs VGSIX Comparison
Open Charts IARIX vs VGSIX
Invesco Real Estate R5
Price$17.20
Change-$0.14 (-0.81%)
VolumeN/A
Net Assets836.83M
Vanguard Real Estate Index Investor
Price$30.45
Change-$0.29 (-0.94%)
VolumeN/A
Net Assets65.71B
IARIX vs VGSIX Comparison Chart
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IARIX vs. VGSIX commentary
Feb 23, 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 Buy and VGSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. IARIX (837M). VGSIX pays higher dividends than IARIX: VGSIX (3.85) vs IARIX (2.53). IARIX was incepted earlier than VGSIX: IARIX (21 years) vs VGSIX (29 years). IARIX is a more actively managed with annual turnover of: 42.00 vs. VGSIX (9.00). VGSIX has a lower initial minimum investment than IARIX: VGSIX (3000) vs IARIX (1000000). VGSIX annual gain was more profitable for investors over the last year : 12.09 vs. IARIX (7.67). VGSIX return over 5 years is better than : 10.22 vs. IARIX (-19.68).
| IARIX | VGSIX | IARIX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 2.381 | 2.802 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 837M | 65.7B | 1% |
| Annual Yield % from dividends | 2.53 | 3.85 | 66% |
| Returns for 1 year | 7.67 | 12.09 | 63% |
| Returns for 3 years | -12.49 | 1.12 | -1,118% |
| Returns for 5 years | -19.68 | 10.22 | -193% |
| Returns for 10 years | -23.40 | 51.35 | -46% |