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IARIX vs VRTPX
IARIX vs VRTPX Comparison
Open Charts IARIX vs VRTPX
Invesco Real Estate R5
Price$16.66
Change+$0.26 (+1.59%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$21.47
Change+$0.36 (+1.71%)
VolumeN/A
CapitalizationN/A
IARIX vs VRTPX Comparison Chart
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IARIX vs. VRTPX 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 VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 10.1B vs. IARIX (887M). VRTPX pays higher dividends than IARIX: VRTPX (3.98) vs IARIX (2.53). IARIX was incepted earlier than VRTPX: IARIX (21 years) vs VRTPX (7 years). IARIX is a more actively managed with annual turnover of: 42.00 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 : 5.34 vs. IARIX (0.25). VRTPX return over 5 years is better than : 16.06 vs. IARIX (-15.12).
| IARIX | VRTPX | IARIX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 7 years | - |
| Gain YTD | -0.735 | 4.251 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 10.1B | 9% |
| Annual Yield % from dividends | 2.53 | 3.98 | 64% |
| Returns for 1 year | 0.25 | 5.34 | 5% |
| Returns for 3 years | -22.62 | -10.69 | 211% |
| Returns for 5 years | -15.12 | 16.06 | -94% |
| Returns for 10 years | -25.28 | N/A | - |
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