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IVRSX vs VGSIX
IVRSX vs VGSIX Comparison
Open Charts IVRSX vs VGSIX
VY® CBRE Real Estate S
Price$30.48
Change-$0.08 (-0.26%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$32.13
Change+$0.06 (+0.19%)
VolumeN/A
CapitalizationN/A
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IVRSX vs VGSIX Comparison Chart
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IVRSX vs. VGSIX commentary
Oct 25, 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 Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 71.5B vs. IVRSX (183M). VGSIX pays higher dividends than IVRSX: VGSIX (3.85) vs IVRSX (2.35). IVRSX was incepted earlier than VGSIX: IVRSX (36 years) vs VGSIX (28 years). IVRSX has a lower initial minimum investment than VGSIX: IVRSX (0) vs VGSIX (3000). VGSIX (38.38) and IVRSX (37.72) have marching annual gain over last year. VGSIX return over 5 years is better than : 22.93 vs. IVRSX (-11.70).
| IVRSX | VGSIX | IVRSX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 28 years | - |
| Gain YTD | 11.627 | 12.385 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 71.5B | 0% |
| Annual Yield % from dividends | 2.35 | 3.85 | 61% |
| Returns for 1 year | 37.72 | 38.38 | 98% |
| Returns for 3 years | -22.76 | -0.79 | 2,867% |
| Returns for 5 years | -11.70 | 22.93 | -51% |
| Returns for 10 years | 13.89 | 72.77 | 19% |
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