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IVRTX vs VRTPX
IVRTX vs VRTPX Comparison
Open Charts IVRTX vs VRTPX
VY® CBRE Real Estate S2
Price$27.09
Change+$0.41 (+1.54%)
VolumeN/A
Net Assets149.39M
Vanguard Real Estate II Index
Price$20.88
Change+$0.31 (+1.51%)
VolumeN/A
Net Assets9.54B
IVRTX vs VRTPX Comparison Chart
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IVRTX vs. VRTPX commentary
Apr 18, 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 VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.54B vs. IVRTX (149M). VRTPX pays higher dividends than IVRTX: VRTPX (3.92) vs IVRTX (2.37). IVRTX was incepted earlier than VRTPX: IVRTX (23 years) vs VRTPX (8 years). IVRTX (1.43) is less costly to investors than VRTPX (0.08). IVRTX is a more actively managed with annual turnover of: 73.00 vs. VRTPX (6.00). 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 : 15.11 vs. IVRTX (7.55). VRTPX return over 5 years is better than : 37.45 vs. IVRTX (-1.78).
| IVRTX | VRTPX | IVRTX / VRTPX | |
| Total Expense Ratio | 1.15 | 0.08 | 1,437% |
| Annual Report Gross Expense Ratio | 1.43 | 0.08 | 1,788% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -5.924 | -1.569 | 378% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 9.54B | 2% |
| Annual Yield % from dividends | 2.37 | 3.92 | 60% |
| Returns for 1 year | 7.55 | 15.11 | 50% |
| Returns for 3 years | -34.33 | -9.68 | 355% |
| Returns for 5 years | -1.78 | 37.45 | -5% |
| Returns for 10 years | -8.77 | N/A | - |