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IVRTX vs VGSIX
IVRTX vs VGSIX Comparison
Open Charts IVRTX vs VGSIX
VY® CBRE Real Estate S2
Price$30.51
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$32.62
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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IVRTX vs VGSIX Comparison Chart
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IVRTX vs. VGSIX commentary
Sep 21, 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 IVRTX is a Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.5B vs. IVRTX (188M). VGSIX pays higher dividends than IVRTX: VGSIX (3.85) vs IVRTX (2.16). IVRTX was incepted earlier than VGSIX: IVRTX (22 years) vs VGSIX (28 years). IVRTX has a lower initial minimum investment than VGSIX: IVRTX (0) vs VGSIX (3000). VGSIX (26.74) and IVRTX (25.57) have marching annual gain over last year. VGSIX return over 5 years is better than : 25.87 vs. IVRTX (-10.31).
| IVRTX | VGSIX | IVRTX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 12.015 | 13.362 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 70.5B | 0% |
| Annual Yield % from dividends | 2.16 | 3.85 | 56% |
| Returns for 1 year | 25.57 | 26.74 | 96% |
| Returns for 3 years | -18.56 | 3.19 | -583% |
| Returns for 5 years | -10.31 | 25.87 | -40% |
| Returns for 10 years | 18.65 | 84.00 | 22% |