Ad is loading...
IRSAX vs VRTPX
IRSAX vs VRTPX Comparison
Open Charts IRSAX vs VRTPX
Macquarie Real Estate Securities A
Price$14.76
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets93.57M
Vanguard Real Estate II Index
Price$21.31
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets9.54B
IRSAX vs VRTPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IRSAX vs. VRTPX commentary
May 02, 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 IRSAX is a StrongBuy and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.54B vs. IRSAX (93.6M). VRTPX pays higher dividends than IRSAX: VRTPX (4.01) vs IRSAX (1.54). IRSAX was incepted earlier than VRTPX: IRSAX (26 years) vs VRTPX (8 years). IRSAX (1.57) is less costly to investors than VRTPX (0.08). IRSAX is a more actively managed with annual turnover of: 36.00 vs. VRTPX (4.00). IRSAX has a lower initial minimum investment than VRTPX: IRSAX (1000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 15.55 vs. IRSAX (2.00). VRTPX return over 5 years is better than : 45.16 vs. IRSAX (-18.45).
| IRSAX | VRTPX | IRSAX / VRTPX | |
| Total Expense Ratio | 1.20 | 0.08 | 1,500% |
| Annual Report Gross Expense Ratio | 1.57 | 0.08 | 1,963% |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | -1.029 | 0.223 | -462% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.6M | 9.54B | 1% |
| Annual Yield % from dividends | 1.54 | 4.01 | 38% |
| Returns for 1 year | 2.00 | 15.55 | 13% |
| Returns for 3 years | -40.98 | -1.80 | 2,279% |
| Returns for 5 years | -18.45 | 45.16 | -41% |
| Returns for 10 years | -39.21 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...