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IVRTX vs VGSIX
IVRTX vs VGSIX Comparison
Open Charts IVRTX vs VGSIX
VY® CBRE Real Estate S2
Price$28.23
Change-$0.48 (-1.67%)
VolumeN/A
Net Assets167.32M
Vanguard Real Estate Index Investor
Price$29.83
Change-$0.52 (-1.71%)
VolumeN/A
Net Assets64.7B
IVRTX vs VGSIX Comparison Chart
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IVRTX vs. VGSIX commentary
Jan 23, 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 Hold and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64.7B vs. IVRTX (167M). VGSIX pays higher dividends than IVRTX: VGSIX (3.85) vs IVRTX (2.16). IVRTX was incepted earlier than VGSIX: IVRTX (22 years) vs VGSIX (29 years). IVRTX has a lower initial minimum investment than VGSIX: IVRTX (0) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 9.19 vs. IVRTX (6.00). VGSIX return over 5 years is better than : 12.57 vs. IVRTX (-20.25).
| IVRTX | VGSIX | IVRTX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | -0.458 | 0.709 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 64.7B | 0% |
| Annual Yield % from dividends | 2.16 | 3.85 | 56% |
| Returns for 1 year | 6.00 | 9.19 | 65% |
| Returns for 3 years | -28.45 | -4.40 | 647% |
| Returns for 5 years | -20.25 | 12.57 | -161% |
| Returns for 10 years | -9.74 | 40.91 | -24% |
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