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IVRIX vs VRTPX
IVRIX vs VRTPX Comparison
Open Charts IVRIX vs VRTPX
VY® CBRE Real Estate I
Price$27.27
Change+$0.42 (+1.56%)
VolumeN/A
Net Assets149.39M
Vanguard Real Estate II Index
Price$20.88
Change+$0.31 (+1.51%)
VolumeN/A
Net Assets9.54B
IVRIX vs VRTPX Comparison Chart
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IVRIX vs. VRTPX 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 VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.54B vs. IVRIX (149M). VRTPX pays higher dividends than IVRIX: VRTPX (3.92) vs IVRIX (2.83). IVRIX was incepted earlier than VRTPX: IVRIX (22 years) vs VRTPX (8 years). IVRIX (1.03) is less costly to investors than VRTPX (0.08). IVRIX is a more actively managed with annual turnover of: 73.00 vs. VRTPX (6.00). IVRIX has a lower initial minimum investment than VRTPX: IVRIX (0) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 15.11 vs. IVRIX (7.97). VRTPX return over 5 years is better than : 37.45 vs. IVRIX (0.40).
| IVRIX | VRTPX | IVRIX / VRTPX | |
| Total Expense Ratio | 0.75 | 0.08 | 938% |
| Annual Report Gross Expense Ratio | 1.03 | 0.08 | 1,288% |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | -5.823 | -1.569 | 371% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 9.54B | 2% |
| Annual Yield % from dividends | 2.83 | 3.92 | 72% |
| Returns for 1 year | 7.97 | 15.11 | 53% |
| Returns for 3 years | -33.44 | -9.68 | 346% |
| Returns for 5 years | 0.40 | 37.45 | 1% |
| Returns for 10 years | -4.81 | N/A | - |
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