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IVRSX vs VGSIX
IVRSX vs VGSIX Comparison
Open Charts IVRSX vs VGSIX
VY® CBRE Real Estate S
Price$28.01
Change-$0.29 (-1.02%)
VolumeN/A
Net Assets147.27M
Vanguard Real Estate Index Investor
Price$29.71
Change-$0.36 (-1.20%)
VolumeN/A
Net Assets64B
IVRSX vs VGSIX Comparison Chart in %
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IVRSX vs. VGSIX commentary
Nov 14, 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 IVRSX is a Hold and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64B vs. IVRSX (147M). VGSIX pays higher dividends than IVRSX: VGSIX (3.81) vs IVRSX (2.72). IVRSX was incepted earlier than VGSIX: IVRSX (37 years) vs VGSIX (30 years). IVRSX (1.26) is less costly to investors than VGSIX (0.27). IVRSX is a more actively managed with annual turnover of: 82.00 vs. VGSIX (7.00). IVRSX (0) and VGSIX (0) have matching initial minimum investment requirements. VGSIX annual gain was more profitable for investors over the last year : -0.19 vs. IVRSX (-1.68). VGSIX return over 5 years is better than : 27.45 vs. IVRSX (4.88).
| IVRSX | VGSIX | IVRSX / VGSIX | |
| Total Expense Ratio | 1.00 | 0.27 | 370% |
| Annual Report Gross Expense Ratio | 1.26 | 0.27 | 467% |
| Fund Existence | 37 years | 30 years | - |
| Gain YTD | 1.829 | 4.426 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 64B | 0% |
| Annual Yield % from dividends | 2.72 | 3.81 | 71% |
| Returns for 1 year | -1.68 | -0.19 | 863% |
| Returns for 3 years | 9.30 | 17.41 | 53% |
| Returns for 5 years | 4.88 | 27.45 | 18% |
| Returns for 10 years | 4.36 | 65.43 | 7% |
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