Interact to see
Advertisement
Advertisement
IARIX vs VRTPX
IARIX vs VRTPX Comparison
Open Charts IARIX vs VRTPX
Invesco Real Estate R5
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
IARIX vs VRTPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IARIX vs. VRTPX commentary
Jun 15, 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 IARIX is a Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. IARIX (748M). VRTPX pays higher dividends than IARIX: VRTPX (3.97) vs IARIX (2.59). IARIX was incepted earlier than VRTPX: IARIX (21 years) vs VRTPX (8 years). IARIX (0.87) is less costly to investors than VRTPX (0.08). IARIX is a more actively managed with annual turnover of: 63.00 vs. VRTPX (4.00). IARIX has a lower initial minimum investment than VRTPX: IARIX (1000000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 11.40 vs. IARIX (5.98). VRTPX return over 5 years is better than : 34.30 vs. IARIX (4.84).
| IARIX | VRTPX | IARIX / VRTPX | |
| Total Expense Ratio | 0.87 | 0.08 | 1,088% |
| Annual Report Gross Expense Ratio | 0.87 | 0.08 | 1,088% |
| Fund Existence | 21 years | 8 years | - |
| Gain YTD | 1.730 | 1.873 | 92% |
| 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 | 2.59 | 3.97 | 65% |
| Returns for 1 year | 5.98 | 11.40 | 52% |
| Returns for 3 years | -1.66 | 16.03 | -10% |
| Returns for 5 years | 4.84 | 34.30 | 14% |
| Returns for 10 years | -19.32 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WSHFX | 61.65 | -0.64 | -1.03% |
| American Funds Washington Mutual F1 | |||
| HEORX | 16.99 | -0.24 | -1.39% |
| Hartford Climate Opportunities R3 | |||
| LMPFX | 104.54 | -1.54 | -1.45% |
| ClearBridge Growth FI | |||
| MPSIX | 21.26 | -0.34 | -1.57% |
| Principal MidCap S&P 400 Index Inst | |||
| DLBMX | 16.49 | -0.31 | -1.85% |
| MassMutual Small Cap Opps A | |||