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IVRTX vs VGSNX
IVRTX vs VGSNX Comparison
Open Charts IVRTX vs VGSNX
VY® CBRE Real Estate S2
Price$27.40
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets155.99M
Vanguard Real Estate Index Institutional
Price$19.09
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets63.13B
IVRTX vs VGSNX Comparison Chart
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IVRTX vs. VGSNX 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 VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.1B vs. IVRTX (156M). VGSNX pays higher dividends than IVRTX: VGSNX (4.13) vs IVRTX (2.43). IVRTX was incepted earlier than VGSNX: IVRTX (23 years) vs VGSNX (21 years). IVRTX (1.41) is less costly to investors than VGSNX (0.11). IVRTX is a more actively managed with annual turnover of: 82.00 vs. VGSNX (7.00). IVRTX has a lower initial minimum investment than VGSNX: IVRTX (0) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 10.95 vs. IVRTX (6.27). VGSNX return over 5 years is better than : 47.65 vs. IVRTX (7.03).
| IVRTX | VGSNX | IVRTX / VGSNX | |
| Total Expense Ratio | 1.15 | 0.11 | 1,045% |
| Annual Report Gross Expense Ratio | 1.41 | 0.11 | 1,282% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | -0.494 | 1.788 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 63.1B | 0% |
| Annual Yield % from dividends | 2.43 | 4.13 | 59% |
| Returns for 1 year | 6.27 | 10.95 | 57% |
| Returns for 3 years | -18.37 | 7.12 | -258% |
| Returns for 5 years | 7.03 | 47.65 | 15% |
| Returns for 10 years | -1.21 | 58.00 | -2% |
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