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IVRTX vs VGSNX
IVRTX vs VGSNX Comparison
Open Charts IVRTX vs VGSNX
VY® CBRE Real Estate S2
Price$27.48
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets151.09M
Vanguard Real Estate Index Institutional
Price$20.13
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets63.79B
IVRTX vs VGSNX Comparison Chart in %
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IVRTX vs. VGSNX commentary
Jul 26, 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 Buy and VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.8B vs. IVRTX (151M). VGSNX pays higher dividends than IVRTX: VGSNX (3.92) vs IVRTX (2.41). IVRTX was incepted earlier than VGSNX: IVRTX (23 years) vs VGSNX (22 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 : 8.23 vs. IVRTX (2.43). VGSNX return over 5 years is better than : 42.12 vs. IVRTX (12.69).
| 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 | 22 years | - |
| Gain YTD | -0.425 | 4.984 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 63.8B | 0% |
| Annual Yield % from dividends | 2.41 | 3.92 | 62% |
| Returns for 1 year | 2.43 | 8.23 | 30% |
| Returns for 3 years | 0.19 | 9.93 | 2% |
| Returns for 5 years | 12.69 | 42.12 | 30% |
| Returns for 10 years | -0.10 | 65.56 | -0% |
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