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IARIX vs VGSIX
IARIX vs VGSIX Comparison
Open Charts IARIX vs VGSIX
Invesco Real Estate R5
Price$16.66
Change+$0.26 (+1.59%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$29.69
Change+$0.50 (+1.71%)
VolumeN/A
CapitalizationN/A
IARIX vs VGSIX Comparison Chart
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IARIX vs. VGSIX commentary
Dec 23, 2024
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 StrongSell and VGSIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.8B vs. IARIX (887M). 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 : 5.16 vs. IARIX (0.25). VGSIX return over 5 years is better than : 15.56 vs. IARIX (-15.12).
| 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 | -0.735 | 4.045 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 70.8B | 1% |
| Annual Yield % from dividends | 2.53 | 3.85 | 66% |
| Returns for 1 year | 0.25 | 5.16 | 5% |
| Returns for 3 years | -22.62 | -10.72 | 211% |
| Returns for 5 years | -15.12 | 15.56 | -97% |
| Returns for 10 years | -25.28 | 48.95 | -52% |
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