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IVRTX vs VRTPX
IVRTX vs VRTPX Comparison
Open Charts IVRTX vs VRTPX
VY® CBRE Real Estate S2
Price$28.11
Change+$0.44 (+1.59%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$21.47
Change+$0.36 (+1.71%)
VolumeN/A
CapitalizationN/A
IVRTX vs VRTPX Comparison Chart
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IVRTX vs. VRTPX commentary
Dec 23, 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 StrongSell and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 10.1B vs. IVRTX (164M). VRTPX pays higher dividends than IVRTX: VRTPX (3.98) vs IVRTX (2.16). IVRTX was incepted earlier than VRTPX: IVRTX (22 years) vs VRTPX (7 years). IVRTX has a lower initial minimum investment than VRTPX: IVRTX (0) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 5.34 vs. IVRTX (4.44). VRTPX return over 5 years is better than : 16.06 vs. IVRTX (-17.29).
| IVRTX | VRTPX | IVRTX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 3.238 | 4.251 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 10.1B | 2% |
| Annual Yield % from dividends | 2.16 | 3.98 | 54% |
| Returns for 1 year | 4.44 | 5.34 | 83% |
| Returns for 3 years | -32.23 | -10.69 | 301% |
| Returns for 5 years | -17.29 | 16.06 | -108% |
| Returns for 10 years | -3.85 | N/A | - |
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