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IARIX vs VRTPX
IARIX vs VRTPX Comparison
Open Charts IARIX vs VRTPX
Invesco Real Estate R5
Price$16.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets764.58M
Vanguard Real Estate II Index
Price$20.89
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.54B
IARIX vs VRTPX Comparison Chart
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IARIX vs. VRTPX 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 VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.54B vs. IARIX (765M). VRTPX pays higher dividends than IARIX: VRTPX (3.92) vs IARIX (2.58). IARIX was incepted earlier than VRTPX: IARIX (21 years) vs VRTPX (8 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 : 12.27 vs. IARIX (7.45). VRTPX return over 5 years is better than : 43.73 vs. IARIX (13.39).
| 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 | 8 years | - |
| Gain YTD | -1.683 | -1.710 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 9.54B | 8% |
| Annual Yield % from dividends | 2.58 | 3.92 | 66% |
| Returns for 1 year | 7.45 | 12.27 | 61% |
| Returns for 3 years | -24.45 | -11.00 | 222% |
| Returns for 5 years | 13.39 | 43.73 | 31% |
| Returns for 10 years | -26.18 | N/A | - |
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