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IVRTX vs VGSNX
IVRTX vs VGSNX Comparison
Open Charts IVRTX vs VGSNX
VY® CBRE Real Estate S2
Price$28.23
Change-$0.48 (-1.67%)
VolumeN/A
Net Assets167.32M
Vanguard Real Estate Index Institutional
Price$19.69
Change-$0.34 (-1.70%)
VolumeN/A
Net Assets64.7B
IVRTX vs VGSNX Comparison Chart
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IVRTX vs. VGSNX commentary
Jan 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: 64.7B vs. IVRTX (167M). 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 annual gain was more profitable for investors over the last year : 9.37 vs. IVRTX (6.00). VGSNX return over 5 years is better than : 13.50 vs. IVRTX (-20.25).
| 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 | -0.458 | 0.716 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 64.7B | 0% |
| Annual Yield % from dividends | 2.16 | 4.01 | 54% |
| Returns for 1 year | 6.00 | 9.37 | 64% |
| Returns for 3 years | -28.45 | -3.90 | 729% |
| Returns for 5 years | -20.25 | 13.50 | -150% |
| Returns for 10 years | -9.74 | 42.89 | -23% |
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