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IVRSX vs VGSIX
IVRSX vs VGSIX Comparison
Open Charts IVRSX vs VGSIX
VY® CBRE Real Estate S
Price$28.08
Change+$0.20 (+0.72%)
VolumeN/A
Net Assets149.67M
Vanguard Real Estate Index Investor
Price$30.72
Change+$0.33 (+1.09%)
VolumeN/A
Net Assets65.73B
IVRSX vs VGSIX Comparison Chart in %
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IVRSX vs. VGSIX commentary
Sep 06, 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 IVRSX is a Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. IVRSX (150M). VGSIX pays higher dividends than IVRSX: VGSIX (3.62) vs IVRSX (2.71). IVRSX was incepted earlier than VGSIX: IVRSX (37 years) vs VGSIX (29 years). IVRSX (1.26) is less costly to investors than VGSIX (0.27). IVRSX is a more actively managed with annual turnover of: 82.00 vs. VGSIX (7.00). IVRSX (0) and VGSIX (0) have matching initial minimum investment requirements. VGSIX annual gain was more profitable for investors over the last year : -0.20 vs. IVRSX (-4.75). VGSIX return over 5 years is better than : 34.06 vs. IVRSX (8.20).
| IVRSX | VGSIX | IVRSX / VGSIX | |
| Total Expense Ratio | 1.00 | 0.27 | 370% |
| Annual Report Gross Expense Ratio | 1.26 | 0.27 | 467% |
| Fund Existence | 37 years | 29 years | - |
| Gain YTD | 0.317 | 4.576 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 65.7B | 0% |
| Annual Yield % from dividends | 2.71 | 3.62 | 75% |
| Returns for 1 year | -4.75 | -0.20 | 2,353% |
| Returns for 3 years | 2.61 | 11.46 | 23% |
| Returns for 5 years | 8.20 | 34.06 | 24% |
| Returns for 10 years | 9.22 | 73.84 | 12% |
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