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IVRSX vs VGSIX
IVRSX vs VGSIX Comparison
Open Charts IVRSX vs VGSIX
VY® Columbia Real Estate S
Price$28.38
Change+$0.75 (+2.71%)
VolumeN/A
Net Assets144.28M
Vanguard Real Estate Index Investor
Price$29.80
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets64.03B
IVRSX vs VGSIX Comparison Chart in %
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IVRSX vs. VGSIX commentary
Feb 04, 2026
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.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64B vs. IVRSX (144M). VGSIX pays higher dividends than IVRSX: VGSIX (3.68) vs IVRSX (2.67). 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 : 3.04 vs. IVRSX (2.26). VGSIX return over 5 years is better than : 22.14 vs. IVRSX (-1.40).
| 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 | 2.123 | 1.326 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 64B | 0% |
| Annual Yield % from dividends | 2.67 | 3.68 | 73% |
| Returns for 1 year | 2.26 | 3.04 | 74% |
| Returns for 3 years | 1.04 | 9.55 | 11% |
| Returns for 5 years | -1.40 | 22.14 | -6% |
| Returns for 10 years | 6.04 | 65.86 | 9% |
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