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IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
VY® CBRE Real Estate S
Price$28.63
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets150.52M
Vanguard Real Estate II Index
Price$22.18
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets9.84B
IVRSX vs VRTPX Comparison Chart in %
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IVRSX vs. VRTPX commentary
Oct 24, 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: 9.84B vs. IVRSX (151M). VRTPX pays higher dividends than IVRSX: VRTPX (3.71) vs IVRSX (2.71). 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 : -0.56 vs. IVRSX (-3.66). VRTPX return over 5 years is better than : 38.66 vs. IVRSX (12.96).
| 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 | 3.088 | 6.596 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 9.84B | 2% |
| Annual Yield % from dividends | 2.71 | 3.71 | 73% |
| Returns for 1 year | -3.66 | -0.56 | 648% |
| Returns for 3 years | 21.95 | 33.20 | 66% |
| Returns for 5 years | 12.96 | 38.66 | 34% |
| Returns for 10 years | 0.50 | N/A | - |
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