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IARIX vs VGSIX
IARIX vs VGSIX Comparison
Open Charts IARIX vs VGSIX
Invesco Real Estate R5
Price$16.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets764.58M
Vanguard Real Estate Index Investor
Price$28.87
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets65.66B
IARIX vs VGSIX Comparison Chart
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IARIX vs. VGSIX 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 IARIX is a Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. IARIX (765M). VGSIX pays higher dividends than IARIX: VGSIX (3.87) vs IARIX (2.58). 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: 62.00 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 : 12.06 vs. IARIX (7.45). VGSIX return over 5 years is better than : 43.20 vs. IARIX (13.39).
| 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 | -1.683 | -1.756 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 65.7B | 1% |
| Annual Yield % from dividends | 2.58 | 3.87 | 67% |
| Returns for 1 year | 7.45 | 12.06 | 62% |
| Returns for 3 years | -24.45 | -11.03 | 222% |
| Returns for 5 years | 13.39 | 43.20 | 31% |
| Returns for 10 years | -26.18 | 45.89 | -57% |
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