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IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
VY® CBRE Real Estate S
Price$26.32
Change+$0.34 (+1.31%)
VolumeN/A
Net Assets144.91M
Vanguard Real Estate II Index
Price$20.12
Change+$0.26 (+1.31%)
VolumeN/A
Net Assets9.54B
IVRSX vs VRTPX Comparison Chart
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IVRSX vs. VRTPX 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 VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.54B vs. IVRSX (145M). VRTPX pays higher dividends than IVRSX: VRTPX (3.92) vs IVRSX (2.50). IVRSX was incepted earlier than VRTPX: IVRSX (36 years) vs VRTPX (8 years). IVRSX (1.28) is less costly to investors than VRTPX (0.08). IVRSX is a more actively managed with annual turnover of: 73.00 vs. VRTPX (6.00). 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 : 4.13 vs. IVRSX (-0.87). VRTPX return over 5 years is better than : 26.01 vs. IVRSX (-7.42).
| IVRSX | VRTPX | IVRSX / VRTPX | |
| Total Expense Ratio | 1.00 | 0.08 | 1,250% |
| Annual Report Gross Expense Ratio | 1.28 | 0.08 | 1,600% |
| Fund Existence | 36 years | 8 years | - |
| Gain YTD | -9.034 | -6.377 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 9.54B | 2% |
| Annual Yield % from dividends | 2.50 | 3.92 | 64% |
| Returns for 1 year | -0.87 | 4.13 | -21% |
| Returns for 3 years | -35.96 | -14.19 | 253% |
| Returns for 5 years | -7.42 | 26.01 | -29% |
| Returns for 10 years | -10.96 | N/A | - |