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IARIX vs VRTPX
IARIX vs VRTPX Comparison
Open Charts IARIX vs VRTPX
Invesco Real Estate R5
Price$16.83
Change-$0.07 (-0.41%)
VolumeN/A
Net Assets705.64M
Vanguard Real Estate II Index
Price$22.16
Change-$0.12 (-0.54%)
VolumeN/A
Net Assets9.82B
IARIX vs VRTPX Comparison Chart in %
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IARIX vs. VRTPX commentary
Sep 18, 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: 9.82B vs. IARIX (706M). VRTPX pays higher dividends than IARIX: VRTPX (3.67) vs IARIX (2.48). IARIX was incepted earlier than VRTPX: IARIX (21 years) vs VRTPX (8 years). IARIX (1.02) is less costly to investors than VRTPX (0.08). IARIX is a more actively managed with annual turnover of: 63.00 vs. VRTPX (4.00). 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 : -3.31 vs. IARIX (-8.91). VRTPX return over 5 years is better than : 35.51 vs. IARIX (3.57).
| IARIX | VRTPX | IARIX / VRTPX | |
| Total Expense Ratio | 1.02 | 0.08 | 1,275% |
| Annual Report Gross Expense Ratio | 1.02 | 0.08 | 1,275% |
| Fund Existence | 21 years | 8 years | - |
| Gain YTD | 1.775 | 5.476 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 706M | 9.82B | 7% |
| Annual Yield % from dividends | 2.48 | 3.67 | 68% |
| Returns for 1 year | -8.91 | -3.31 | 269% |
| Returns for 3 years | -6.33 | 15.33 | -41% |
| Returns for 5 years | 3.57 | 35.51 | 10% |
| Returns for 10 years | -18.87 | N/A | - |
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