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IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
VY® CBRE Real Estate S
Price$27.99
Change-$0.09 (-0.32%)
VolumeN/A
Net Assets154.61M
Vanguard Real Estate II Index
Price$21.29
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets9.32B
IVRSX vs VRTPX Comparison Chart
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IVRSX vs. VRTPX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.32B vs. IVRSX (155M). VRTPX pays higher dividends than IVRSX: VRTPX (4.01) vs IVRSX (2.56). 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: 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 : 12.73 vs. IVRSX (7.55). VRTPX return over 5 years is better than : 42.84 vs. IVRSX (4.07).
| 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 | -1.821 | 0.788 | -231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 9.32B | 2% |
| Annual Yield % from dividends | 2.56 | 4.01 | 64% |
| Returns for 1 year | 7.55 | 12.73 | 59% |
| Returns for 3 years | -24.43 | 0.23 | -10,624% |
| Returns for 5 years | 4.07 | 42.84 | 10% |
| Returns for 10 years | -1.48 | N/A | - |
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