Ad is loading...
Compare predictions IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
VY® CBRE Real Estate S
Price$26.12
Change-$0.16 (-0.61%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$19.23
Change-$0.12 (-0.62%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
IVRSX vs VRTPX Comparison Chart
Loading...
IVRSX vs. VRTPX commentary
Apr 26, 2024
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: 8.77B vs. IVRSX (168M). VRTPX pays higher dividends than IVRSX: VRTPX (3.98) vs IVRSX (2.35). IVRSX was incepted earlier than VRTPX: IVRSX (35 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 : 3.41 vs. IVRSX (-1.63). VRTPX return over 5 years is better than : 11.39 vs. IVRSX (-19.13).
| IVRSX | VRTPX | IVRSX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 7 years | - |
| Gain YTD | -6.410 | -7.934 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168M | 8.77B | 2% |
| Annual Yield % from dividends | 2.35 | 3.98 | 59% |
| Returns for 1 year | -1.63 | 3.41 | -48% |
| Returns for 3 years | -23.49 | -8.30 | 283% |
| Returns for 5 years | -19.13 | 11.39 | -168% |
| Returns for 10 years | 3.98 | N/A | - |