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IVRIX vs VGSIX
IVRIX vs VGSIX Comparison
Open Charts IVRIX vs VGSIX
VY® CBRE Real Estate I
Price$27.98
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets150.95M
Vanguard Real Estate Index Investor
Price$29.63
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets63.79B
IVRIX vs VGSIX Comparison Chart in %
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IVRIX vs. VGSIX commentary
Jul 09, 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 Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.8B vs. IVRIX (151M). VGSIX pays higher dividends than IVRIX: VGSIX (3.75) vs IVRIX (2.87). 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 : 10.53 vs. IVRIX (5.35). VGSIX return over 5 years is better than : 37.67 vs. IVRIX (1.51).
| 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 | -1.578 | 2.064 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 63.8B | 0% |
| Annual Yield % from dividends | 2.87 | 3.75 | 77% |
| Returns for 1 year | 5.35 | 10.53 | 51% |
| Returns for 3 years | -15.85 | 9.49 | -167% |
| Returns for 5 years | 1.51 | 37.67 | 4% |
| Returns for 10 years | 3.64 | 59.87 | 6% |
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