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IVRIX vs VGSIX
IVRIX vs VGSIX Comparison
Open Charts IVRIX vs VGSIX
VY® CBRE Real Estate I
Price$27.07
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets147.02M
Vanguard Real Estate Index Investor
Price$29.79
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets63.72B
IVRIX vs VGSIX Comparison Chart in %
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IVRIX vs. VGSIX commentary
Aug 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 IVRIX is a Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.7B vs. IVRIX (147M). VGSIX pays higher dividends than IVRIX: VGSIX (3.74) vs IVRIX (3.14). IVRIX was incepted earlier than VGSIX: IVRIX (22 years) vs VGSIX (29 years). IVRIX (1.01) is less costly to investors than VGSIX (0.27). IVRIX is a more actively managed with annual turnover of: 82.00 vs. VGSIX (7.00). IVRIX (0) and VGSIX (0) have matching initial minimum investment requirements. VGSIX annual gain was more profitable for investors over the last year : 1.76 vs. IVRIX (-3.55). VGSIX return over 5 years is better than : 32.73 vs. IVRIX (8.04).
| IVRIX | VGSIX | IVRIX / VGSIX | |
| Total Expense Ratio | 0.75 | 0.27 | 278% |
| Annual Report Gross Expense Ratio | 1.01 | 0.27 | 374% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | -2.124 | 2.511 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 63.7B | 0% |
| Annual Yield % from dividends | 3.14 | 3.74 | 84% |
| Returns for 1 year | -3.55 | 1.76 | -202% |
| Returns for 3 years | -8.65 | -0.50 | 1,730% |
| Returns for 5 years | 8.04 | 32.73 | 25% |
| Returns for 10 years | -1.15 | 54.71 | -2% |
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