Ad is loading...
IVRTX vs VGSNX
IVRTX vs VGSNX Comparison
Open Charts IVRTX vs VGSNX
VY® CBRE Real Estate S2
Price$29.55
Change+$0.17 (+0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Institutional
Price$20.76
Change+$0.12 (+0.58%)
VolumeN/A
CapitalizationN/A
IVRTX vs VGSNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVRTX vs. VGSNX commentary
Nov 14, 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 Buy and VGSNX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 68.9B vs. IVRTX (176M). VGSNX pays higher dividends than IVRTX: VGSNX (4.01) vs IVRTX (2.16). IVRTX was incepted earlier than VGSNX: IVRTX (22 years) vs VGSNX (21 years). IVRTX has a lower initial minimum investment than VGSNX: IVRTX (0) vs VGSNX (5000000). VGSNX (24.66) and IVRTX (23.49) have marching annual gain over last year. VGSNX return over 5 years is better than : 23.37 vs. IVRTX (-14.11).
| IVRTX | VGSNX | IVRTX / VGSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 21 years | - |
| Gain YTD | 8.526 | 10.371 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 68.9B | 0% |
| Annual Yield % from dividends | 2.16 | 4.01 | 54% |
| Returns for 1 year | 23.49 | 24.66 | 95% |
| Returns for 3 years | -27.19 | -2.84 | 959% |
| Returns for 5 years | -14.11 | 23.37 | -60% |
| Returns for 10 years | 7.54 | 69.51 | 11% |