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IVRTX vs VGSNX
IVRTX vs VGSNX Comparison
Open Charts IVRTX vs VGSNX
VY® CBRE Real Estate S2
Price$29.87
Change+$0.20 (+0.67%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Institutional
Price$20.94
Change+$0.14 (+0.67%)
VolumeN/A
CapitalizationN/A
IVRTX vs VGSNX Comparison Chart
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IVRTX vs. VGSNX commentary
Nov 22, 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 StrongBuy and VGSNX is a Buy.
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 (25.16) and IVRTX (24.88) have marching annual gain over last year. VGSNX return over 5 years is better than : 25.99 vs. IVRTX (-12.25).
| 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 | 9.701 | 11.328 | 86% |
| 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 | 24.88 | 25.16 | 99% |
| Returns for 3 years | -26.30 | -1.26 | 2,096% |
| Returns for 5 years | -12.25 | 25.99 | -47% |
| Returns for 10 years | 7.21 | 68.92 | 10% |