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IVRIX vs VGSIX
IVRIX vs VGSIX Comparison
Open Charts IVRIX vs VGSIX
VY® CBRE Real Estate I
Price$28.94
Change-$0.25 (-0.86%)
VolumeN/A
Net Assets165.13M
Vanguard Real Estate Index Investor
Price$30.45
Change-$0.29 (-0.94%)
VolumeN/A
Net Assets65.71B
IVRIX vs VGSIX Comparison Chart
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IVRIX vs. VGSIX commentary
Feb 23, 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 IVRIX is a StrongBuy and VGSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. IVRIX (165M). VGSIX pays higher dividends than IVRIX: VGSIX (3.85) vs IVRIX (2.82). IVRIX was incepted earlier than VGSIX: IVRIX (22 years) vs VGSIX (29 years). IVRIX has a lower initial minimum investment than VGSIX: IVRIX (0) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 12.09 vs. IVRIX (8.81). VGSIX return over 5 years is better than : 10.22 vs. IVRIX (-19.95).
| IVRIX | VGSIX | IVRIX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 1.508 | 2.802 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 65.7B | 0% |
| Annual Yield % from dividends | 2.82 | 3.85 | 73% |
| Returns for 1 year | 8.81 | 12.09 | 73% |
| Returns for 3 years | -23.08 | 1.12 | -2,066% |
| Returns for 5 years | -19.95 | 10.22 | -195% |
| Returns for 10 years | 0.82 | 51.35 | 2% |