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IVRTX vs VGSIX
IVRTX vs VGSIX Comparison
Open Charts IVRTX vs VGSIX
VY® CBRE Real Estate S2
Price$27.66
Change-$0.22 (-0.79%)
VolumeN/A
Net Assets145.66M
Vanguard Real Estate Index Investor
Price$29.41
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets64B
IVRTX vs VGSIX Comparison Chart in %
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IVRTX vs. VGSIX commentary
Nov 20, 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: 64B vs. IVRTX (146M). VGSIX pays higher dividends than IVRTX: VGSIX (3.81) vs IVRTX (2.57). IVRTX was incepted earlier than VGSIX: IVRTX (23 years) vs VGSIX (30 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 (0) and VGSIX (0) have matching initial minimum investment requirements. VGSIX annual gain was more profitable for investors over the last year : -2.49 vs. IVRTX (-3.96). VGSIX return over 5 years is better than : 26.79 vs. IVRTX (3.90).
| 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 | 30 years | - |
| Gain YTD | 0.878 | 2.933 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 64B | 0% |
| Annual Yield % from dividends | 2.57 | 3.81 | 68% |
| Returns for 1 year | -3.96 | -2.49 | 159% |
| Returns for 3 years | 9.23 | 17.73 | 52% |
| Returns for 5 years | 3.90 | 26.79 | 15% |
| Returns for 10 years | -1.74 | 57.30 | -3% |
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