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IVRTX vs VGSNX
IVRTX vs VGSNX Comparison
Open Charts IVRTX vs VGSNX
VY® CBRE Real Estate S2
Price$28.77
Change-$0.25 (-0.86%)
VolumeN/A
Net Assets165.13M
Vanguard Real Estate Index Institutional
Price$20.10
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets65.71B
IVRTX vs VGSNX Comparison Chart
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IVRTX vs. VGSNX commentary
Feb 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 StrongBuy and VGSNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. IVRTX (165M). 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 : 13.31 vs. IVRTX (8.38). VGSNX return over 5 years is better than : 12.13 vs. IVRTX (-21.71).
| 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 | 1.446 | 3.785 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 65.7B | 0% |
| Annual Yield % from dividends | 2.16 | 4.01 | 54% |
| Returns for 1 year | 8.38 | 13.31 | 63% |
| Returns for 3 years | -24.12 | 2.53 | -952% |
| Returns for 5 years | -21.71 | 12.13 | -179% |
| Returns for 10 years | -3.40 | 54.95 | -6% |
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