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IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
VY® CBRE Real Estate S
Price$27.04
Change-$0.26 (-0.95%)
VolumeN/A
Net Assets147.94M
Vanguard Real Estate II Index
Price$21.45
Change-$0.15 (-0.69%)
VolumeN/A
Net Assets9.49B
IVRSX vs VRTPX Comparison Chart in %
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IVRSX vs. VRTPX commentary
Aug 15, 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 Buy and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.49B vs. IVRSX (148M). VRTPX pays higher dividends than IVRSX: VRTPX (3.79) vs IVRSX (2.81). IVRSX was incepted earlier than VRTPX: IVRSX (37 years) vs VRTPX (8 years). IVRSX (1.26) is less costly to investors than VRTPX (0.08). IVRSX is a more actively managed with annual turnover of: 82.00 vs. VRTPX (4.00). 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 : 1.30 vs. IVRSX (-3.23). VRTPX return over 5 years is better than : 32.57 vs. IVRSX (7.26).
| IVRSX | VRTPX | IVRSX / VRTPX | |
| Total Expense Ratio | 1.00 | 0.08 | 1,250% |
| Annual Report Gross Expense Ratio | 1.26 | 0.08 | 1,575% |
| Fund Existence | 37 years | 8 years | - |
| Gain YTD | -1.770 | 2.097 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 9.49B | 2% |
| Annual Yield % from dividends | 2.81 | 3.79 | 74% |
| Returns for 1 year | -3.23 | 1.30 | -248% |
| Returns for 3 years | -8.87 | -1.30 | 684% |
| Returns for 5 years | 7.26 | 32.57 | 22% |
| Returns for 10 years | -2.84 | N/A | - |
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