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IVRSX vs VGSIX
IVRSX vs VGSIX Comparison
Open Charts IVRSX vs VGSIX
VY® CBRE Real Estate S
Price$27.04
Change-$0.26 (-0.95%)
VolumeN/A
Net Assets147.94M
Vanguard Real Estate Index Investor
Price$29.63
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets63.72B
IVRSX vs VGSIX Comparison Chart in %
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IVRSX vs. VGSIX commentary
Aug 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.7B vs. IVRSX (148M). VGSIX pays higher dividends than IVRSX: VGSIX (3.74) vs IVRSX (2.81). 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 : 1.83 vs. IVRSX (-3.23). VGSIX return over 5 years is better than : 33.00 vs. IVRSX (7.26).
| 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 | -1.770 | 2.717 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 63.7B | 0% |
| Annual Yield % from dividends | 2.81 | 3.74 | 75% |
| Returns for 1 year | -3.23 | 1.83 | -176% |
| Returns for 3 years | -8.87 | -0.59 | 1,495% |
| Returns for 5 years | 7.26 | 33.00 | 22% |
| Returns for 10 years | -2.84 | 55.37 | -5% |
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