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IVRIX vs VRTPX
IVRIX vs VRTPX Comparison
Open Charts IVRIX vs VRTPX
VY® CBRE Real Estate I
Price$28.15
Change+$0.18 (+0.64%)
VolumeN/A
Net Assets154.99M
Vanguard Real Estate II Index
Price$21.43
Change+$0.14 (+0.66%)
VolumeN/A
Net Assets9.32B
IVRIX vs VRTPX Comparison Chart
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IVRIX vs. VRTPX 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 VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.32B vs. IVRIX (155M). VRTPX pays higher dividends than IVRIX: VRTPX (4.01) vs IVRIX (2.90). 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: 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 : 11.69 vs. IVRIX (7.29). VRTPX return over 5 years is better than : 43.17 vs. IVRIX (5.86).
| 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 | -1.263 | 1.024 | -123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 9.32B | 2% |
| Annual Yield % from dividends | 2.90 | 4.01 | 72% |
| Returns for 1 year | 7.29 | 11.69 | 62% |
| Returns for 3 years | -18.65 | 7.03 | -265% |
| Returns for 5 years | 5.86 | 43.17 | 14% |
| Returns for 10 years | 2.80 | N/A | - |
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