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IVRSX vs VGSIX
IVRSX vs VGSIX Comparison
Open Charts IVRSX vs VGSIX
VY® CBRE Real Estate S
Price$27.99
Change-$0.09 (-0.32%)
VolumeN/A
Net Assets154.61M
Vanguard Real Estate Index Investor
Price$29.43
Change-$0.12 (-0.41%)
VolumeN/A
Net Assets63.13B
IVRSX vs VGSIX Comparison Chart
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IVRSX vs. VGSIX commentary
May 09, 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 StrongBuy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.1B vs. IVRSX (155M). VGSIX pays higher dividends than IVRSX: VGSIX (3.96) vs IVRSX (2.56). IVRSX was incepted earlier than VGSIX: IVRSX (36 years) vs VGSIX (29 years). IVRSX (1.28) 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 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 : 13.54 vs. IVRSX (7.55). VGSIX return over 5 years is better than : 42.23 vs. IVRSX (4.07).
| IVRSX | VGSIX | IVRSX / VGSIX | |
| Total Expense Ratio | 1.00 | 0.27 | 370% |
| Annual Report Gross Expense Ratio | 1.28 | 0.27 | 474% |
| Fund Existence | 36 years | 29 years | - |
| Gain YTD | -1.821 | 0.733 | -249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 63.1B | 0% |
| Annual Yield % from dividends | 2.56 | 3.96 | 65% |
| Returns for 1 year | 7.55 | 13.54 | 56% |
| Returns for 3 years | -24.43 | 4.82 | -507% |
| Returns for 5 years | 4.07 | 42.23 | 10% |
| Returns for 10 years | -1.48 | 55.84 | -3% |