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IVRSX vs VGSIX
IVRSX vs VGSIX Comparison
Open Charts IVRSX vs VGSIX
VY® CBRE Real Estate S
Price$28.24
Change-$1.14 (-3.88%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$29.66
Change-$1.26 (-4.08%)
VolumeN/A
CapitalizationN/A
IVRSX vs VGSIX Comparison Chart
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IVRSX vs. VGSIX commentary
Dec 19, 2024
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 IVRSX is a StrongSell and VGSIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.8B vs. IVRSX (171M). VGSIX pays higher dividends than IVRSX: VGSIX (3.85) vs IVRSX (2.35). IVRSX was incepted earlier than VGSIX: IVRSX (36 years) vs VGSIX (29 years). IVRSX has a lower initial minimum investment than VGSIX: IVRSX (0) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 9.98 vs. IVRSX (8.79). VGSIX return over 5 years is better than : 21.15 vs. IVRSX (-12.85).
| IVRSX | VGSIX | IVRSX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 29 years | - |
| Gain YTD | 7.317 | 8.355 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 70.8B | 0% |
| Annual Yield % from dividends | 2.35 | 3.85 | 61% |
| Returns for 1 year | 8.79 | 9.98 | 88% |
| Returns for 3 years | -28.73 | -6.75 | 426% |
| Returns for 5 years | -12.85 | 21.15 | -61% |
| Returns for 10 years | 2.96 | 57.19 | 5% |