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IARIX vs VRTPX
IARIX vs VRTPX Comparison
Open Charts IARIX vs VRTPX
Invesco Real Estate R5
Price$16.60
Change-$0.30 (-1.78%)
VolumeN/A
Net Assets803.16M
Vanguard Real Estate II Index
Price$21.25
Change-$0.43 (-1.98%)
VolumeN/A
Net Assets9.79B
IARIX vs VRTPX Comparison Chart
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IARIX vs. VRTPX commentary
Mar 14, 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 VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.79B vs. IARIX (803M). VRTPX pays higher dividends than IARIX: VRTPX (3.61) vs IARIX (2.54). IARIX was incepted earlier than VRTPX: IARIX (21 years) vs VRTPX (7 years). IARIX (0.87) is less costly to investors than VRTPX (0.08). IARIX is a more actively managed with annual turnover of: 62.00 vs. VRTPX (6.00). IARIX has a lower initial minimum investment than VRTPX: IARIX (1000000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 8.09 vs. IARIX (3.15). VRTPX return over 5 years is better than : 35.68 vs. IARIX (-1.58).
| IARIX | VRTPX | IARIX / VRTPX | |
| Total Expense Ratio | 0.87 | 0.08 | 1,088% |
| Annual Report Gross Expense Ratio | 0.87 | 0.08 | 1,088% |
| Fund Existence | 21 years | 7 years | - |
| Gain YTD | 1.012 | 1.541 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 9.79B | 8% |
| Annual Yield % from dividends | 2.54 | 3.61 | 70% |
| Returns for 1 year | 3.15 | 8.09 | 39% |
| Returns for 3 years | -15.87 | -2.07 | 765% |
| Returns for 5 years | -1.58 | 35.68 | -4% |
| Returns for 10 years | -23.35 | N/A | - |
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