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IVRIX vs VGSIX
IVRIX vs VGSIX Comparison
Open Charts IVRIX vs VGSIX
VY® CBRE Real Estate I
Price$28.29
Change+$0.24 (+0.86%)
VolumeN/A
Net Assets149.34M
Vanguard Real Estate Index Investor
Price$30.30
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets65.68B
IVRIX vs VGSIX Comparison Chart in %
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IVRIX vs. VGSIX commentary
Oct 21, 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 Hold and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. IVRIX (149M). VGSIX pays higher dividends than IVRIX: VGSIX (3.71) vs IVRIX (3.02). 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 : -2.24 vs. IVRIX (-4.29). VGSIX return over 5 years is better than : 35.79 vs. IVRIX (13.71).
| 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 | 2.287 | 5.225 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 65.7B | 0% |
| Annual Yield % from dividends | 3.02 | 3.71 | 81% |
| Returns for 1 year | -4.29 | -2.24 | 191% |
| Returns for 3 years | 19.51 | 28.83 | 68% |
| Returns for 5 years | 13.71 | 35.79 | 38% |
| Returns for 10 years | 1.65 | 57.04 | 3% |
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