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IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
VY® CBRE Real Estate S
Price$28.08
Change+$0.20 (+0.72%)
VolumeN/A
Net Assets149.67M
Vanguard Real Estate II Index
Price$22.00
Change+$0.17 (+0.78%)
VolumeN/A
Net Assets9.82B
IVRSX vs VRTPX Comparison Chart in %
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IVRSX vs. VRTPX commentary
Sep 06, 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 Buy 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 : -0.01 vs. IVRSX (-4.75). VRTPX return over 5 years is better than : 34.60 vs. IVRSX (8.20).
| 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 | 0.317 | 4.715 | 7% |
| 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 | -4.75 | -0.01 | 35,595% |
| Returns for 3 years | 2.61 | 11.52 | 23% |
| Returns for 5 years | 8.20 | 34.60 | 24% |
| Returns for 10 years | 9.22 | N/A | - |
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