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IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
VY® CBRE Real Estate S
Price$28.97
Change-$0.26 (-0.89%)
VolumeN/A
Net Assets165.13M
Vanguard Real Estate II Index
Price$22.02
Change-$0.21 (-0.94%)
VolumeN/A
Net Assets9.45B
IVRSX vs VRTPX Comparison Chart
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IVRSX vs. VRTPX commentary
Feb 23, 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 StrongBuy and VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.45B vs. IVRSX (165M). 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 : 12.28 vs. IVRSX (8.52). VRTPX return over 5 years is better than : 10.65 vs. IVRSX (-20.96).
| 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 | 1.436 | 2.801 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 9.45B | 2% |
| Annual Yield % from dividends | 2.35 | 3.98 | 59% |
| Returns for 1 year | 8.52 | 12.28 | 69% |
| Returns for 3 years | -23.66 | 1.12 | -2,105% |
| Returns for 5 years | -20.96 | 10.65 | -197% |
| Returns for 10 years | -1.68 | N/A | - |
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