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IVRTX vs VGSIX
IVRTX vs VGSIX Comparison
Open Charts IVRTX vs VGSIX
VY® CBRE Real Estate S2
Price$29.87
Change+$0.20 (+0.67%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$31.73
Change+$0.23 (+0.73%)
VolumeN/A
CapitalizationN/A
IVRTX vs VGSIX Comparison Chart
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IVRTX vs. VGSIX commentary
Nov 22, 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 StrongBuy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 68.9B vs. IVRTX (176M). 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 (25.00) and IVRTX (24.88) have marching annual gain over last year. VGSIX return over 5 years is better than : 25.02 vs. IVRTX (-12.25).
| 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 | 9.701 | 11.194 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 68.9B | 0% |
| Annual Yield % from dividends | 2.16 | 3.85 | 56% |
| Returns for 1 year | 24.88 | 25.00 | 100% |
| Returns for 3 years | -26.30 | -1.68 | 1,563% |
| Returns for 5 years | -12.25 | 25.02 | -49% |
| Returns for 10 years | 7.21 | 65.88 | 11% |