IVRSX
Price
$28.40
Change
+$0.20 (+0.71%)
Updated
Nov 25 closing price
Net Assets
147.04M
VGSIX
Price
$30.11
Change
+$0.26 (+0.87%)
Updated
Nov 25 closing price
Net Assets
64B
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IVRSX vs VGSIX

Header iconIVRSX vs VGSIX Comparison
Open Charts IVRSX vs VGSIXBanner chart's image
VY® CBRE Real Estate S
Price$28.40
Change+$0.20 (+0.71%)
VolumeN/A
Net Assets147.04M
Vanguard Real Estate Index Investor
Price$30.11
Change+$0.26 (+0.87%)
VolumeN/A
Net Assets64B
IVRSX vs VGSIX Comparison Chart in %
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IVRSX vs. VGSIX commentary
Nov 27, 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.

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FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64B vs. IVRSX (147M). VGSIX pays higher dividends than IVRSX: VGSIX (3.81) vs IVRSX (2.72). IVRSX was incepted earlier than VGSIX: IVRSX (37 years) vs VGSIX (30 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 : -4.41 vs. IVRSX (-5.17). VGSIX return over 5 years is better than : 26.74 vs. IVRSX (4.27).
IVRSXVGSIXIVRSX / VGSIX
Total Expense Ratio1.000.27370%
Annual Report Gross Expense Ratio1.260.27467%
Fund Existence37 years30 years-
Gain YTD1.4693.66240%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets147M64B0%
Annual Yield % from dividends2.723.8171%
Returns for 1 year-5.17-4.41117%
Returns for 3 years8.6416.4353%
Returns for 5 years4.2726.7416%
Returns for 10 years-0.4656.81-1%
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