IVRSX
Price
$27.42
Change
+$0.48 (+1.78%)
Updated
Aug 19 closing price
Net Assets
148.2M
VGSIX
Price
$30.06
Change
+$0.52 (+1.76%)
Updated
Aug 19 closing price
Net Assets
63.72B
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IVRSX vs VGSIX

Header iconIVRSX vs VGSIX Comparison
Open Charts IVRSX vs VGSIXBanner chart's image
VY® CBRE Real Estate S
Price$27.42
Change+$0.48 (+1.78%)
VolumeN/A
Net Assets148.2M
Vanguard Real Estate Index Investor
Price$30.06
Change+$0.52 (+1.76%)
VolumeN/A
Net Assets63.72B
IVRSX vs VGSIX Comparison Chart in %
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IVRSX vs. VGSIX commentary
Aug 20, 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.

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FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.7B vs. IVRSX (148M). VGSIX pays higher dividends than IVRSX: VGSIX (3.74) vs IVRSX (2.81). 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 : 0.94 vs. IVRSX (-3.70). VGSIX return over 5 years is better than : 33.60 vs. IVRSX (8.18).
IVRSXVGSIXIVRSX / VGSIX
Total Expense Ratio1.000.27370%
Annual Report Gross Expense Ratio1.260.27467%
Fund Existence37 years29 years-
Gain YTD-1.3381.651-81%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets148M63.7B0%
Annual Yield % from dividends2.813.7475%
Returns for 1 year-3.700.94-394%
Returns for 3 years-6.120.96-635%
Returns for 5 years8.1833.6024%
Returns for 10 years0.7358.431%
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