IVRSX
Price
$27.65
Change
-$0.04 (-0.14%)
Updated
Jul 25 closing price
Net Assets
150.78M
VGSIX
Price
$30.49
Change
+$0.01 (+0.03%)
Updated
Jul 25 closing price
Net Assets
63.79B
Interact to see
Advertisement

IVRSX vs VGSIX

Header iconIVRSX vs VGSIX Comparison
Open Charts IVRSX vs VGSIXBanner chart's image
VY® CBRE Real Estate S
Price$27.65
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets150.78M
Vanguard Real Estate Index Investor
Price$30.49
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets63.79B
IVRSX vs VGSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IVRSX vs. VGSIX commentary
Jul 28, 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 Buy and VGSIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.8B vs. IVRSX (151M). VGSIX pays higher dividends than IVRSX: VGSIX (3.75) vs IVRSX (2.54). IVRSX was incepted earlier than VGSIX: IVRSX (37 years) vs VGSIX (29 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 : 8.10 vs. IVRSX (2.39). VGSIX return over 5 years is better than : 41.03 vs. IVRSX (13.54).
IVRSXVGSIXIVRSX / VGSIX
Total Expense Ratio1.000.27370%
Annual Report Gross Expense Ratio1.260.27467%
Fund Existence37 years29 years-
Gain YTD-0.5104.920-10%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets151M63.8B0%
Annual Yield % from dividends2.543.7568%
Returns for 1 year2.398.1030%
Returns for 3 years0.539.416%
Returns for 5 years13.5441.0333%
Returns for 10 years1.5463.272%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
APCB29.400.02
+0.07%
ActivePassive Core Bond ETF
XTR29.03N/A
N/A
Global X S&P 500® Tail Risk ETF
BIB52.55-0.07
-0.14%
ProShares Ultra Nasdaq Biotechnology
FICS39.48-0.15
-0.38%
First Trust Intl Developed Cap Strth ETF
IJR112.91-1.24
-1.09%
iShares Core S&P Small-Cap ETF