Ad is loading...
IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
VY® CBRE Real Estate S
Price$28.24
Change-$1.14 (-3.88%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$21.45
Change-$0.91 (-4.07%)
VolumeN/A
CapitalizationN/A
IVRSX vs VRTPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVRSX vs. VRTPX commentary
Dec 19, 2024
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 StrongSell and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 10.1B vs. IVRSX (171M). VRTPX pays higher dividends than IVRSX: VRTPX (3.98) vs IVRSX (2.35). IVRSX was incepted earlier than VRTPX: IVRSX (36 years) vs VRTPX (7 years). IVRSX has a lower initial minimum investment than VRTPX: IVRSX (0) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 10.20 vs. IVRSX (8.79). VRTPX return over 5 years is better than : 21.64 vs. IVRSX (-12.85).
| IVRSX | VRTPX | IVRSX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 7 years | - |
| Gain YTD | 7.317 | 8.572 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 10.1B | 2% |
| Annual Yield % from dividends | 2.35 | 3.98 | 59% |
| Returns for 1 year | 8.79 | 10.20 | 86% |
| Returns for 3 years | -28.73 | -6.72 | 428% |
| Returns for 5 years | -12.85 | 21.64 | -59% |
| Returns for 10 years | 2.96 | N/A | - |