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IVRTX vs VGSIX
IVRTX vs VGSIX Comparison
Open Charts IVRTX vs VGSIX
VY® CBRE Real Estate S2
Price$28.11
Change+$0.44 (+1.59%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$29.69
Change+$0.50 (+1.71%)
VolumeN/A
CapitalizationN/A
IVRTX vs VGSIX Comparison Chart
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IVRTX vs. VGSIX commentary
Dec 23, 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 StrongSell and VGSIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.8B vs. IVRTX (164M). 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 : 5.16 vs. IVRTX (4.44). VGSIX return over 5 years is better than : 15.56 vs. IVRTX (-17.29).
| 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 | 3.238 | 4.045 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 70.8B | 0% |
| Annual Yield % from dividends | 2.16 | 3.85 | 56% |
| Returns for 1 year | 4.44 | 5.16 | 86% |
| Returns for 3 years | -32.23 | -10.72 | 301% |
| Returns for 5 years | -17.29 | 15.56 | -111% |
| Returns for 10 years | -3.85 | 48.95 | -8% |
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