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IVRSX vs VGSNX
IVRSX vs VGSNX Comparison
Open Charts IVRSX vs VGSNX
VY® CBRE Real Estate S
Price$27.16
Change-$1.14 (-4.03%)
VolumeN/A
Net Assets151.26M
Vanguard Real Estate Index Institutional
Price$19.53
Change-$0.28 (-1.41%)
VolumeN/A
Net Assets63.79B
IVRSX vs VGSNX Comparison Chart in %
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IVRSX vs. VGSNX commentary
Jul 17, 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: 63.8B vs. IVRSX (151M). VGSNX pays higher dividends than IVRSX: VGSNX (3.92) vs IVRSX (2.54). IVRSX was incepted earlier than VGSNX: IVRSX (37 years) vs VGSNX (22 years). IVRSX (1.26) is less costly to investors than VGSNX (0.11). IVRSX is a more actively managed with annual turnover of: 82.00 vs. VGSNX (7.00). 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 : 6.56 vs. IVRSX (1.18). VGSNX return over 5 years is better than : 40.92 vs. IVRSX (13.71).
| IVRSX | VGSNX | IVRSX / VGSNX | |
| Total Expense Ratio | 1.00 | 0.11 | 909% |
| Annual Report Gross Expense Ratio | 1.26 | 0.11 | 1,145% |
| Fund Existence | 37 years | 22 years | - |
| Gain YTD | -0.910 | 3.366 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 63.8B | 0% |
| Annual Yield % from dividends | 2.54 | 3.92 | 65% |
| Returns for 1 year | 1.18 | 6.56 | 18% |
| Returns for 3 years | 4.16 | 11.62 | 36% |
| Returns for 5 years | 13.71 | 40.92 | 34% |
| Returns for 10 years | 0.93 | 62.54 | 1% |
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