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IVRIX vs VGSIX
IVRIX vs VGSIX Comparison
Open Charts IVRIX vs VGSIX
VY® CBRE Real Estate I
Price$27.27
Change+$0.42 (+1.56%)
VolumeN/A
Net Assets149.39M
Vanguard Real Estate Index Investor
Price$28.86
Change+$0.43 (+1.51%)
VolumeN/A
Net Assets65.66B
IVRIX vs VGSIX Comparison Chart
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IVRIX vs. VGSIX commentary
Apr 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 IVRIX is a StrongBuy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. IVRIX (149M). VGSIX pays higher dividends than IVRIX: VGSIX (3.87) vs IVRIX (2.83). IVRIX was incepted earlier than VGSIX: IVRIX (22 years) vs VGSIX (29 years). IVRIX (1.03) is less costly to investors than VGSIX (0.27). IVRIX is a more actively managed with annual turnover of: 73.00 vs. VGSIX (9.00). 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 : 13.17 vs. IVRIX (7.22). VGSIX return over 5 years is better than : 34.84 vs. IVRIX (0.44).
| IVRIX | VGSIX | IVRIX / VGSIX | |
| Total Expense Ratio | 0.75 | 0.27 | 278% |
| Annual Report Gross Expense Ratio | 1.03 | 0.27 | 381% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | -5.787 | -3.085 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 65.7B | 0% |
| Annual Yield % from dividends | 2.83 | 3.87 | 73% |
| Returns for 1 year | 7.22 | 13.17 | 55% |
| Returns for 3 years | -33.63 | -11.04 | 305% |
| Returns for 5 years | 0.44 | 34.84 | 1% |
| Returns for 10 years | -4.61 | 45.03 | -10% |
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