Compare predictions IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
VY® CBRE Real Estate S
Price$24.06
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$18.57
Change-$0.02 (-0.11%)
VolumeN/A
CapitalizationN/A
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IVRSX vs VRTPX Comparison Chart
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IVRSX vs. VRTPX commentary
Sep 26, 2023
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 StrongSell and VRTPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 8.09B vs. IVRSX (168M). VRTPX pays higher dividends than IVRSX: VRTPX (4.47) vs IVRSX (2.54). IVRSX was incepted earlier than VRTPX: IVRSX (35 years) vs VRTPX (6 years). IVRSX (1.26) is less costly to investors than VRTPX (0.08). IVRSX is a more actively managed with annual turnover of: 62.00 vs. VRTPX (5.00). 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 : -4.43 vs. IVRSX (-8.02). VRTPX return over 5 years is better than : 15.72 vs. IVRSX (-17.86).
| IVRSX | VRTPX | IVRSX / VRTPX | |
| Total Expense Ratio | 0.93 | 0.08 | 1,163% |
| Annual Report Gross Expense Ratio | 1.26 | 0.08 | 1,575% |
| Fund Existence | 35 years | 6 years | - |
| Gain YTD | -8.299 | -4.169 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168M | 8.09B | 2% |
| Annual Yield % from dividends | 2.54 | 4.47 | 57% |
| Returns for 1 year | -8.02 | -4.43 | 181% |
| Returns for 3 years | -6.06 | 9.82 | -62% |
| Returns for 5 years | -17.86 | 15.72 | -114% |
| Returns for 10 years | 5.86 | N/A | - |
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