IVRSX
Price
$28.33
Change
+$0.07 (+0.25%)
Updated
Jul 3 closing price
Net Assets
152.39M
VGSIX
Price
$29.93
Change
+$0.05 (+0.17%)
Updated
Jul 3 closing price
Net Assets
63.57B
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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$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.

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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).
IVRSXVGSIXIVRSX / VGSIX
Total Expense Ratio1.000.27370%
Annual Report Gross Expense Ratio1.260.27467%
Fund Existence36 years29 years-
Gain YTD-0.8052.993-27%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets152M63.6B0%
Annual Yield % from dividends2.543.7568%
Returns for 1 year6.4012.0153%
Returns for 3 years-16.499.66-171%
Returns for 5 years-2.5435.11-7%
Returns for 10 years3.6963.806%
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