IVRTX
Price
$27.70
Change
+$0.21 (+0.76%)
Updated
Sep 4 closing price
Net Assets
149.67M
VGSIX
Price
$30.39
Change
+$0.23 (+0.76%)
Updated
Sep 4 closing price
Net Assets
65.73B
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IVRTX vs VGSIX

Header iconIVRTX vs VGSIX Comparison
Open Charts IVRTX vs VGSIXBanner chart's image
VY® CBRE Real Estate S2
Price$27.70
Change+$0.21 (+0.76%)
VolumeN/A
Net Assets149.67M
Vanguard Real Estate Index Investor
Price$30.39
Change+$0.23 (+0.76%)
VolumeN/A
Net Assets65.73B
IVRTX vs VGSIX Comparison Chart in %
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IVRTX vs. VGSIX 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 IVRTX is a Buy and VGSIX is a Buy.

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FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. IVRTX (150M). VGSIX pays higher dividends than IVRTX: VGSIX (3.62) vs IVRTX (2.57). IVRTX was incepted earlier than VGSIX: IVRTX (23 years) vs VGSIX (29 years). IVRTX (1.41) is less costly to investors than VGSIX (0.27). IVRTX is a more actively managed with annual turnover of: 82.00 vs. VGSIX (7.00). IVRTX (0) and VGSIX (0) have matching initial minimum investment requirements. VGSIX annual gain was more profitable for investors over the last year : -1.27 vs. IVRTX (-5.94). VGSIX return over 5 years is better than : 33.04 vs. IVRTX (6.43).
IVRTXVGSIXIVRTX / VGSIX
Total Expense Ratio1.150.27426%
Annual Report Gross Expense Ratio1.410.27522%
Fund Existence23 years29 years-
Gain YTD-0.5333.784-14%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets150M65.7B0%
Annual Yield % from dividends2.573.6271%
Returns for 1 year-5.94-1.27468%
Returns for 3 years2.5111.6322%
Returns for 5 years6.4333.0419%
Returns for 10 years8.2475.2611%
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