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IVRSX vs VGSIX
IVRSX vs VGSIX Comparison
Open Charts IVRSX vs VGSIX
VY® CBRE Real Estate S
Price$26.32
Change+$0.34 (+1.31%)
VolumeN/A
Net Assets144.91M
Vanguard Real Estate Index Investor
Price$27.82
Change+$0.37 (+1.35%)
VolumeN/A
Net Assets65.66B
IVRSX vs VGSIX Comparison Chart
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IVRSX vs. VGSIX commentary
Apr 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 Hold and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. IVRSX (145M). VGSIX pays higher dividends than IVRSX: VGSIX (3.87) vs IVRSX (2.50). 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: 73.00 vs. VGSIX (9.00). 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 : 3.97 vs. IVRSX (-0.87). VGSIX return over 5 years is better than : 25.48 vs. IVRSX (-7.42).
| 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 | -9.034 | -6.426 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 65.7B | 0% |
| Annual Yield % from dividends | 2.50 | 3.87 | 65% |
| Returns for 1 year | -0.87 | 3.97 | -22% |
| Returns for 3 years | -35.96 | -14.23 | 253% |
| Returns for 5 years | -7.42 | 25.48 | -29% |
| Returns for 10 years | -10.96 | 38.96 | -28% |