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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 Assets742.19M
Vanguard Real Estate Index Investor
Price$29.88
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets63.57B
IARIX vs VGSIX Comparison Chart in %
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IARIX vs. VGSIX commentary
Jul 03, 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 (742M). 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 : 11.30 vs. IARIX (5.66). VGSIX return over 5 years is better than : 33.62 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 | 1.857 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 63.6B | 1% |
| Annual Yield % from dividends | 2.50 | 3.75 | 67% |
| Returns for 1 year | 5.66 | 11.30 | 50% |
| Returns for 3 years | -9.43 | 8.45 | -112% |
| Returns for 5 years | 4.34 | 33.62 | 13% |
| Returns for 10 years | -19.01 | 62.89 | -30% |
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