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IVRSX vs VGSIX
IVRSX vs VGSIX Comparison
Open Charts IVRSX vs VGSIX
VY® CBRE Real Estate S
Price$27.86
Change-$0.10 (-0.36%)
VolumeN/A
Net Assets148.36M
Vanguard Real Estate Index Investor
Price$29.98
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets65.68B
IVRSX vs VGSIX Comparison Chart in %
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IVRSX vs. VGSIX commentary
Oct 08, 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.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. IVRSX (148M). VGSIX pays higher dividends than IVRSX: VGSIX (3.71) vs IVRSX (2.71). 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 : -0.29 vs. IVRSX (-3.71). VGSIX return over 5 years is better than : 30.71 vs. IVRSX (6.23).
| 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 | 0.605 | 4.530 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 65.7B | 0% |
| Annual Yield % from dividends | 2.71 | 3.71 | 73% |
| Returns for 1 year | -3.71 | -0.29 | 1,295% |
| Returns for 3 years | 21.06 | 32.00 | 66% |
| Returns for 5 years | 6.23 | 30.71 | 20% |
| Returns for 10 years | 0.40 | 60.11 | 1% |
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