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IVRSX vs VGSIX
IVRSX vs VGSIX Comparison
Open Charts IVRSX vs VGSIX
VY® CBRE Real Estate S
Price$28.42
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets164.55M
Vanguard Real Estate Index Investor
Price$29.82
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets64.7B
IVRSX vs VGSIX Comparison Chart
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IVRSX vs. VGSIX commentary
Jan 19, 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 Hold and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64.7B vs. IVRSX (165M). 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 : 10.40 vs. IVRSX (7.33). VGSIX return over 5 years is better than : 13.46 vs. IVRSX (-18.89).
| 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 | -0.490 | 0.675 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 64.7B | 0% |
| Annual Yield % from dividends | 2.35 | 3.85 | 61% |
| Returns for 1 year | 7.33 | 10.40 | 70% |
| Returns for 3 years | -29.98 | -7.16 | 418% |
| Returns for 5 years | -18.89 | 13.46 | -140% |
| Returns for 10 years | -6.59 | 42.92 | -15% |
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