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IVRTX vs VGSIX
IVRTX vs VGSIX Comparison
Open Charts IVRTX vs VGSIX
VY® CBRE Real Estate S2
Price$28.77
Change-$0.25 (-0.86%)
VolumeN/A
Net Assets165.13M
Vanguard Real Estate Index Investor
Price$30.45
Change-$0.29 (-0.94%)
VolumeN/A
Net Assets65.71B
IVRTX vs VGSIX Comparison Chart
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IVRTX vs. VGSIX commentary
Feb 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 StrongBuy and VGSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. IVRTX (165M). 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 : 13.16 vs. IVRTX (8.38). VGSIX return over 5 years is better than : 11.27 vs. IVRTX (-21.71).
| 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 | 1.446 | 3.781 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 65.7B | 0% |
| Annual Yield % from dividends | 2.16 | 3.85 | 56% |
| Returns for 1 year | 8.38 | 13.16 | 64% |
| Returns for 3 years | -24.12 | 2.08 | -1,160% |
| Returns for 5 years | -21.71 | 11.27 | -193% |
| Returns for 10 years | -3.40 | 52.79 | -6% |
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