Ad is loading...
IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
VY® CBRE Real Estate S
Price$28.42
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets164.55M
Vanguard Real Estate II Index
Price$21.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.29B
IVRSX vs VRTPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVRSX vs. VRTPX commentary
Jan 19, 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: 9.29B 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 : 10.58 vs. IVRSX (7.33). VRTPX return over 5 years is better than : 13.89 vs. IVRSX (-18.89).
| 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 | -0.490 | 0.654 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 9.29B | 2% |
| Annual Yield % from dividends | 2.35 | 3.98 | 59% |
| Returns for 1 year | 7.33 | 10.58 | 69% |
| Returns for 3 years | -29.98 | -7.16 | 419% |
| Returns for 5 years | -18.89 | 13.89 | -136% |
| Returns for 10 years | -6.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...