Ad is loading...
IVRSX vs VGSNX
IVRSX vs VGSNX Comparison
Open Charts IVRSX vs VGSNX
VY® CBRE Real Estate S
Price$28.42
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets164.55M
Vanguard Real Estate Index Institutional
Price$19.68
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets64.7B
IVRSX vs VGSNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVRSX vs. VGSNX commentary
Jan 19, 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 VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 64.7B vs. IVRSX (165M). VGSNX pays higher dividends than IVRSX: VGSNX (4.01) vs IVRSX (2.35). IVRSX was incepted earlier than VGSNX: IVRSX (36 years) vs VGSNX (21 years). IVRSX has a lower initial minimum investment than VGSNX: IVRSX (0) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 10.61 vs. IVRSX (7.33). VGSNX return over 5 years is better than : 14.37 vs. IVRSX (-18.89).
| IVRSX | VGSNX | IVRSX / VGSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 21 years | - |
| Gain YTD | -0.490 | 0.665 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 64.7B | 0% |
| Annual Yield % from dividends | 2.35 | 4.01 | 59% |
| Returns for 1 year | 7.33 | 10.61 | 69% |
| Returns for 3 years | -29.98 | -6.70 | 447% |
| Returns for 5 years | -18.89 | 14.37 | -131% |
| Returns for 10 years | -6.59 | 44.92 | -15% |