Interact to see
Advertisement
Advertisement
IVRIX vs VRTPX
IVRIX vs VRTPX Comparison
Open Charts IVRIX vs VRTPX
VY® CBRE Real Estate I
Price$27.80
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets149.44M
Vanguard Real Estate II Index
Price$22.06
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets9.49B
IVRIX vs VRTPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVRIX vs. VRTPX commentary
Aug 30, 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 VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.49B vs. IVRIX (149M). VRTPX pays higher dividends than IVRIX: VRTPX (3.79) vs IVRIX (3.14). IVRIX was incepted earlier than VRTPX: IVRIX (22 years) vs VRTPX (8 years). IVRIX (1.01) is less costly to investors than VRTPX (0.08). IVRIX is a more actively managed with annual turnover of: 82.00 vs. VRTPX (4.00). 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 : 1.06 vs. IVRIX (-3.82). VRTPX return over 5 years is better than : 34.31 vs. IVRIX (9.65).
| IVRIX | VRTPX | IVRIX / VRTPX | |
| Total Expense Ratio | 0.75 | 0.08 | 938% |
| Annual Report Gross Expense Ratio | 1.01 | 0.08 | 1,263% |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 0.768 | 5.286 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 9.49B | 2% |
| Annual Yield % from dividends | 3.14 | 3.79 | 83% |
| Returns for 1 year | -3.82 | 1.06 | -359% |
| Returns for 3 years | 1.42 | 9.67 | 15% |
| Returns for 5 years | 9.65 | 34.31 | 28% |
| Returns for 10 years | 11.11 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers