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IVRTX vs VGSNX
IVRTX vs VGSNX Comparison
Open Charts IVRTX vs VGSNX
VY® CBRE Real Estate S2
Price$27.09
Change+$0.41 (+1.54%)
VolumeN/A
Net Assets149.39M
Vanguard Real Estate Index Institutional
Price$19.05
Change+$0.29 (+1.55%)
VolumeN/A
Net Assets65.66B
IVRTX vs VGSNX Comparison Chart
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IVRTX vs. VGSNX commentary
Apr 18, 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 VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. IVRTX (149M). VGSNX pays higher dividends than IVRTX: VGSNX (4.03) vs IVRTX (2.37). IVRTX was incepted earlier than VGSNX: IVRTX (23 years) vs VGSNX (21 years). IVRTX (1.43) is less costly to investors than VGSNX (0.11). IVRTX is a more actively managed with annual turnover of: 73.00 vs. VGSNX (9.00). 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 : 13.32 vs. IVRTX (7.55). VGSNX return over 5 years is better than : 35.90 vs. IVRTX (-1.78).
| IVRTX | VGSNX | IVRTX / VGSNX | |
| Total Expense Ratio | 1.15 | 0.11 | 1,045% |
| Annual Report Gross Expense Ratio | 1.43 | 0.11 | 1,300% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | -5.924 | -3.069 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 65.7B | 0% |
| Annual Yield % from dividends | 2.37 | 4.03 | 59% |
| Returns for 1 year | 7.55 | 13.32 | 57% |
| Returns for 3 years | -34.33 | -10.62 | 323% |
| Returns for 5 years | -1.78 | 35.90 | -5% |
| Returns for 10 years | -8.77 | 47.03 | -19% |
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