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IVRIX vs VGSIX
IVRIX vs VGSIX Comparison
Open Charts IVRIX vs VGSIX
VY® CBRE Real Estate I
Price$27.80
Change-$0.21 (-0.75%)
VolumeN/A
Net Assets150.31M
Vanguard Real Estate Index Investor
Price$30.61
Change-$0.17 (-0.55%)
VolumeN/A
Net Assets65.73B
IVRIX vs VGSIX Comparison Chart in %
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IVRIX vs. VGSIX 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 IVRIX is a Hold and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. IVRIX (150M). VGSIX pays higher dividends than IVRIX: VGSIX (3.62) vs IVRIX (3.03). IVRIX was incepted earlier than VGSIX: IVRIX (22 years) vs VGSIX (29 years). IVRIX (1.01) is less costly to investors than VGSIX (0.27). IVRIX is a more actively managed with annual turnover of: 82.00 vs. VGSIX (7.00). IVRIX (0) and VGSIX (0) have matching initial minimum investment requirements. VGSIX annual gain was more profitable for investors over the last year : -2.95 vs. IVRIX (-6.65). VGSIX return over 5 years is better than : 35.73 vs. IVRIX (11.09).
| IVRIX | VGSIX | IVRIX / VGSIX | |
| Total Expense Ratio | 0.75 | 0.27 | 278% |
| Annual Report Gross Expense Ratio | 1.01 | 0.27 | 374% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 1.274 | 5.918 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 65.7B | 0% |
| Annual Yield % from dividends | 3.03 | 3.62 | 84% |
| Returns for 1 year | -6.65 | -2.95 | 226% |
| Returns for 3 years | 6.80 | 15.90 | 43% |
| Returns for 5 years | 11.09 | 35.73 | 31% |
| Returns for 10 years | 8.72 | 69.19 | 13% |
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