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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-$0.25 (-0.87%)
VolumeN/A
Net Assets152.25M
Vanguard Real Estate Index Investor
Price$29.86
Change-$0.29 (-0.96%)
VolumeN/A
Net Assets63.57B
IVRSX vs VGSIX Comparison Chart
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IVRSX vs. VGSIX commentary
Jun 16, 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 (3.92) vs IVRSX (2.52). 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 : 11.19 vs. IVRSX (6.79). VGSIX return over 5 years is better than : 33.75 vs. IVRSX (-2.45).
| 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 | 1.789 | -45% |
| 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 | 2.52 | 3.92 | 64% |
| Returns for 1 year | 6.79 | 11.19 | 61% |
| Returns for 3 years | -10.87 | 15.96 | -68% |
| Returns for 5 years | -2.45 | 33.75 | -7% |
| Returns for 10 years | 3.29 | 60.71 | 5% |
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