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IVRTX vs VRTPX
IVRTX vs VRTPX Comparison
Open Charts IVRTX vs VRTPX
VY® CBRE Real Estate S2
Price$27.40
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets155.99M
Vanguard Real Estate II Index
Price$20.93
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets9.32B
IVRTX vs VRTPX Comparison Chart
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IVRTX vs. VRTPX commentary
May 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 Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.32B vs. IVRTX (156M). VRTPX pays higher dividends than IVRTX: VRTPX (4.01) vs IVRTX (2.43). IVRTX was incepted earlier than VRTPX: IVRTX (23 years) vs VRTPX (8 years). IVRTX (1.41) is less costly to investors than VRTPX (0.08). IVRTX is a more actively managed with annual turnover of: 82.00 vs. VRTPX (4.00). 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 : 7.93 vs. IVRTX (6.27). VRTPX return over 5 years is better than : 43.13 vs. IVRTX (7.03).
| IVRTX | VRTPX | IVRTX / VRTPX | |
| Total Expense Ratio | 1.15 | 0.08 | 1,437% |
| Annual Report Gross Expense Ratio | 1.41 | 0.08 | 1,763% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -0.494 | -0.956 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 9.32B | 2% |
| Annual Yield % from dividends | 2.43 | 4.01 | 60% |
| Returns for 1 year | 6.27 | 7.93 | 79% |
| Returns for 3 years | -18.37 | 3.79 | -485% |
| Returns for 5 years | 7.03 | 43.13 | 16% |
| Returns for 10 years | -1.21 | N/A | - |
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