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IARFX vs VRTPX
IARFX vs VRTPX Comparison
Open Charts IARFX vs VRTPX
Invesco Real Estate R6
Price$16.99
Change-$0.14 (-0.82%)
VolumeN/A
Net Assets748.43M
Vanguard Real Estate II Index
Price$21.61
Change-$0.21 (-0.96%)
VolumeN/A
Net Assets9.42B
IARFX vs VRTPX Comparison Chart
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IARFX vs. VRTPX commentary
Jun 16, 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 IARFX is a Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. IARFX (748M). VRTPX pays higher dividends than IARFX: VRTPX (3.97) vs IARFX (2.66). IARFX was incepted earlier than VRTPX: IARFX (13 years) vs VRTPX (8 years). IARFX (0.80) is less costly to investors than VRTPX (0.08). IARFX is a more actively managed with annual turnover of: 63.00 vs. VRTPX (4.00). IARFX has a lower initial minimum investment than VRTPX: IARFX (1000000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 11.40 vs. IARFX (6.12). VRTPX return over 5 years is better than : 34.30 vs. IARFX (5.29).
| IARFX | VRTPX | IARFX / VRTPX | |
| Total Expense Ratio | 0.80 | 0.08 | 1,000% |
| Annual Report Gross Expense Ratio | 0.80 | 0.08 | 1,000% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 1.807 | 1.873 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 9.42B | 8% |
| Annual Yield % from dividends | 2.66 | 3.97 | 67% |
| Returns for 1 year | 6.12 | 11.40 | 54% |
| Returns for 3 years | -1.40 | 16.03 | -9% |
| Returns for 5 years | 5.29 | 34.30 | 15% |
| Returns for 10 years | -18.64 | N/A | - |
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