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IVRSX vs VGSIX
IVRSX vs VGSIX Comparison
Open Charts IVRSX vs VGSIX
VY® CBRE Real Estate S
Price$28.12
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets150.15M
Vanguard Real Estate Index Investor
Price$29.83
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets63.79B
IVRSX vs VGSIX Comparison Chart in %
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IVRSX vs. VGSIX commentary
Jul 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.8B vs. IVRSX (150M). VGSIX pays higher dividends than IVRSX: VGSIX (3.75) vs IVRSX (2.54). IVRSX was incepted earlier than VGSIX: IVRSX (36 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 : 7.30 vs. IVRSX (1.70). VGSIX return over 5 years is better than : 37.97 vs. IVRSX (-0.27).
| IVRSX | VGSIX | IVRSX / VGSIX | |
| Total Expense Ratio | 1.00 | 0.27 | 370% |
| Annual Report Gross Expense Ratio | 1.26 | 0.27 | 467% |
| Fund Existence | 36 years | 29 years | - |
| Gain YTD | -1.786 | 2.683 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 63.8B | 0% |
| Annual Yield % from dividends | 2.54 | 3.75 | 68% |
| Returns for 1 year | 1.70 | 7.30 | 23% |
| Returns for 3 years | -15.69 | 10.81 | -145% |
| Returns for 5 years | -0.27 | 37.97 | -1% |
| Returns for 10 years | 0.60 | 60.22 | 1% |
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