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IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
VY® CBRE Real Estate S
Price$27.89
Change-$0.20 (-0.71%)
VolumeN/A
Net Assets150.31M
Vanguard Real Estate II Index
Price$22.16
Change-$0.12 (-0.54%)
VolumeN/A
Net Assets9.82B
IVRSX vs VRTPX Comparison Chart in %
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IVRSX vs. VRTPX commentary
Sep 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.82B vs. IVRSX (150M). VRTPX pays higher dividends than IVRSX: VRTPX (3.67) 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 : -3.31 vs. IVRSX (-6.88). VRTPX return over 5 years is better than : 35.51 vs. IVRSX (9.70).
| 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 | 1.073 | 5.476 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 9.82B | 2% |
| Annual Yield % from dividends | 2.71 | 3.67 | 74% |
| Returns for 1 year | -6.88 | -3.31 | 208% |
| Returns for 3 years | 6.02 | 15.33 | 39% |
| Returns for 5 years | 9.70 | 35.51 | 27% |
| Returns for 10 years | 6.04 | N/A | - |
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