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IVRTX vs VGSIX
IVRTX vs VGSIX Comparison
Open Charts IVRTX vs VGSIX
VY® CBRE Real Estate S2
Price$27.09
Change+$0.41 (+1.54%)
VolumeN/A
Net Assets149.39M
Vanguard Real Estate Index Investor
Price$28.86
Change+$0.43 (+1.51%)
VolumeN/A
Net Assets65.66B
IVRTX vs VGSIX Comparison Chart
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IVRTX vs. VGSIX commentary
Apr 18, 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 StrongBuy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. IVRTX (149M). VGSIX pays higher dividends than IVRTX: VGSIX (3.87) vs IVRTX (2.37). IVRTX was incepted earlier than VGSIX: IVRTX (23 years) vs VGSIX (29 years). IVRTX (1.43) is less costly to investors than VGSIX (0.27). IVRTX is a more actively managed with annual turnover of: 73.00 vs. VGSIX (9.00). 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 : 13.17 vs. IVRTX (7.55). VGSIX return over 5 years is better than : 34.84 vs. IVRTX (-1.78).
| IVRTX | VGSIX | IVRTX / VGSIX | |
| Total Expense Ratio | 1.15 | 0.27 | 426% |
| Annual Report Gross Expense Ratio | 1.43 | 0.27 | 530% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | -5.924 | -3.085 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 65.7B | 0% |
| Annual Yield % from dividends | 2.37 | 3.87 | 61% |
| Returns for 1 year | 7.55 | 13.17 | 57% |
| Returns for 3 years | -34.33 | -11.04 | 311% |
| Returns for 5 years | -1.78 | 34.84 | -5% |
| Returns for 10 years | -8.77 | 45.03 | -19% |