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IVRIX vs VGSIX
IVRIX vs VGSIX Comparison
Open Charts IVRIX vs VGSIX
VY® CBRE Real Estate I
Price$28.15
Change+$0.18 (+0.64%)
VolumeN/A
Net Assets154.99M
Vanguard Real Estate Index Investor
Price$29.61
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets63.13B
IVRIX vs VGSIX Comparison Chart
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IVRIX vs. VGSIX commentary
May 12, 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: 63.1B vs. IVRIX (155M). VGSIX pays higher dividends than IVRIX: VGSIX (3.96) vs IVRIX (2.90). 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: 82.00 vs. VGSIX (7.00). 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 : 11.46 vs. IVRIX (7.29). VGSIX return over 5 years is better than : 42.52 vs. IVRIX (5.86).
| 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 | -1.263 | 0.937 | -135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 63.1B | 0% |
| Annual Yield % from dividends | 2.90 | 3.96 | 73% |
| Returns for 1 year | 7.29 | 11.46 | 64% |
| Returns for 3 years | -18.65 | 6.95 | -268% |
| Returns for 5 years | 5.86 | 42.52 | 14% |
| Returns for 10 years | 2.80 | 55.62 | 5% |
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