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IVRSX vs VGSIX
IVRSX vs VGSIX Comparison
Open Charts IVRSX vs VGSIX
VY® CBRE Real Estate S
Price$28.33
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets152.39M
Vanguard Real Estate Index Investor
Price$29.93
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets63.57B
IVRSX vs VGSIX Comparison Chart in %
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IVRSX vs. VGSIX commentary
Jul 07, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. IVRSX (152M). VGSIX pays higher dividends than IVRSX: VGSIX (3.75) vs IVRSX (2.54). IVRSX was incepted earlier than VGSIX: IVRSX (36 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 has a lower initial minimum investment than VGSIX: IVRSX (0) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 12.01 vs. IVRSX (6.40). VGSIX return over 5 years is better than : 35.11 vs. IVRSX (-2.54).
| IVRSX | VGSIX | IVRSX / VGSIX | |
| Total Expense Ratio | 1.00 | 0.27 | 370% |
| Annual Report Gross Expense Ratio | 1.26 | 0.27 | 467% |
| Fund Existence | 36 years | 29 years | - |
| Gain YTD | -0.805 | 2.993 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 63.6B | 0% |
| Annual Yield % from dividends | 2.54 | 3.75 | 68% |
| Returns for 1 year | 6.40 | 12.01 | 53% |
| Returns for 3 years | -16.49 | 9.66 | -171% |
| Returns for 5 years | -2.54 | 35.11 | -7% |
| Returns for 10 years | 3.69 | 63.80 | 6% |
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