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IVRTX vs VGSNX
IVRTX vs VGSNX Comparison
Open Charts IVRTX vs VGSNX
VY® CBRE Real Estate S2
Price$28.19
Change+$0.25 (+0.89%)
VolumeN/A
Net Assets149.34M
Vanguard Real Estate Index Institutional
Price$20.20
Change+$0.20 (+1.00%)
VolumeN/A
Net Assets65.68B
IVRTX vs VGSNX Comparison Chart in %
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IVRTX vs. VGSNX commentary
Oct 21, 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: 65.7B vs. IVRTX (149M). VGSNX pays higher dividends than IVRTX: VGSNX (3.87) vs IVRTX (2.56). 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 : -2.08 vs. IVRTX (-4.66). VGSNX return over 5 years is better than : 36.96 vs. IVRTX (11.32).
| 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 | 2.000 | 5.359 | 37% |
| 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 | 2.56 | 3.87 | 66% |
| Returns for 1 year | -4.66 | -2.08 | 224% |
| Returns for 3 years | 18.11 | 29.45 | 61% |
| Returns for 5 years | 11.32 | 36.96 | 31% |
| Returns for 10 years | -2.56 | 59.32 | -4% |
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