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IVRTX vs VGSIX
IVRTX vs VGSIX Comparison
Open Charts IVRTX vs VGSIX
VY® CBRE Real Estate S2
Price$27.40
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets155.99M
Vanguard Real Estate Index Investor
Price$28.92
Change-$0.12 (-0.41%)
VolumeN/A
Net Assets63.13B
IVRTX vs VGSIX Comparison Chart
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IVRTX vs. VGSIX commentary
May 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: 63.1B vs. IVRTX (156M). VGSIX pays higher dividends than IVRTX: VGSIX (3.96) vs IVRTX (2.43). 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 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 : 8.69 vs. IVRTX (6.27). VGSIX return over 5 years is better than : 42.58 vs. IVRTX (7.03).
| IVRTX | VGSIX | IVRTX / VGSIX | |
| Total Expense Ratio | 1.15 | 0.27 | 426% |
| Annual Report Gross Expense Ratio | 1.41 | 0.27 | 522% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | -0.494 | -1.006 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 63.1B | 0% |
| Annual Yield % from dividends | 2.43 | 3.96 | 61% |
| Returns for 1 year | 6.27 | 8.69 | 72% |
| Returns for 3 years | -18.37 | 2.62 | -701% |
| Returns for 5 years | 7.03 | 42.58 | 17% |
| Returns for 10 years | -1.21 | 51.59 | -2% |
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