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IVRIX vs VGSNX
IVRIX vs VGSNX Comparison
Open Charts IVRIX vs VGSNX
VY® CBRE Real Estate I
Price$27.27
Change+$0.42 (+1.56%)
VolumeN/A
Net Assets149.39M
Vanguard Real Estate Index Institutional
Price$19.05
Change+$0.29 (+1.55%)
VolumeN/A
Net Assets65.66B
IVRIX vs VGSNX Comparison Chart
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IVRIX vs. VGSNX 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 VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. IVRIX (149M). VGSNX pays higher dividends than IVRIX: VGSNX (4.03) vs IVRIX (2.83). IVRIX was incepted earlier than VGSNX: IVRIX (22 years) vs VGSNX (21 years). IVRIX (1.03) is less costly to investors than VGSNX (0.11). IVRIX is a more actively managed with annual turnover of: 73.00 vs. VGSNX (9.00). IVRIX has a lower initial minimum investment than VGSNX: IVRIX (0) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 12.65 vs. IVRIX (7.97). VGSNX return over 5 years is better than : 36.11 vs. IVRIX (0.40).
| IVRIX | VGSNX | IVRIX / VGSNX | |
| Total Expense Ratio | 0.75 | 0.11 | 682% |
| Annual Report Gross Expense Ratio | 1.03 | 0.11 | 936% |
| Fund Existence | 22 years | 21 years | - |
| Gain YTD | -5.823 | -2.914 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 65.7B | 0% |
| Annual Yield % from dividends | 2.83 | 4.03 | 70% |
| Returns for 1 year | 7.97 | 12.65 | 63% |
| Returns for 3 years | -33.44 | -10.85 | 308% |
| Returns for 5 years | 0.40 | 36.11 | 1% |
| Returns for 10 years | -4.81 | 47.59 | -10% |