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IVRIX vs VRTPX
IVRIX vs VRTPX Comparison
Open Charts IVRIX vs VRTPX
VY® CBRE Real Estate I
Price$27.86
Change-$0.14 (-0.50%)
VolumeN/A
Net Assets149.93M
Vanguard Real Estate II Index
Price$22.10
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets9.82B
IVRIX vs VRTPX Comparison Chart in %
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IVRIX vs. VRTPX commentary
Sep 10, 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 VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.82B vs. IVRIX (150M). VRTPX pays higher dividends than IVRIX: VRTPX (3.67) vs IVRIX (3.03). IVRIX was incepted earlier than VRTPX: IVRIX (22 years) vs VRTPX (8 years). IVRIX (1.01) is less costly to investors than VRTPX (0.08). IVRIX is a more actively managed with annual turnover of: 82.00 vs. VRTPX (4.00). IVRIX has a lower initial minimum investment than VRTPX: IVRIX (0) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 0.53 vs. IVRIX (-4.01). VRTPX return over 5 years is better than : 35.55 vs. IVRIX (10.72).
| IVRIX | VRTPX | IVRIX / VRTPX | |
| Total Expense Ratio | 0.75 | 0.08 | 938% |
| Annual Report Gross Expense Ratio | 1.01 | 0.08 | 1,263% |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 0.732 | 5.191 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 9.82B | 2% |
| Annual Yield % from dividends | 3.03 | 3.67 | 82% |
| Returns for 1 year | -4.01 | 0.53 | -759% |
| Returns for 3 years | 0.38 | 8.44 | 4% |
| Returns for 5 years | 10.72 | 35.55 | 30% |
| Returns for 10 years | 11.10 | N/A | - |
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