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IVRSX vs VGSNX
IVRSX vs VGSNX Comparison
Open Charts IVRSX vs VGSNX
VY® CBRE Real Estate S
Price$28.01
Change-$0.29 (-1.02%)
VolumeN/A
Net Assets147.27M
Vanguard Real Estate Index Institutional
Price$19.61
Change-$0.24 (-1.21%)
VolumeN/A
Net Assets64B
IVRSX vs VGSNX Comparison Chart in %
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IVRSX vs. VGSNX commentary
Nov 14, 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 Hold and VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 64B vs. IVRSX (147M). VGSNX pays higher dividends than IVRSX: VGSNX (3.98) vs IVRSX (2.72). IVRSX was incepted earlier than VGSNX: IVRSX (37 years) vs VGSNX (22 years). IVRSX (1.26) is less costly to investors than VGSNX (0.11). IVRSX is a more actively managed with annual turnover of: 82.00 vs. VGSNX (7.00). IVRSX has a lower initial minimum investment than VGSNX: IVRSX (0) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 0.01 vs. IVRSX (-1.68). VGSNX return over 5 years is better than : 28.53 vs. IVRSX (4.88).
| IVRSX | VGSNX | IVRSX / VGSNX | |
| Total Expense Ratio | 1.00 | 0.11 | 909% |
| Annual Report Gross Expense Ratio | 1.26 | 0.11 | 1,145% |
| Fund Existence | 37 years | 22 years | - |
| Gain YTD | 1.829 | 4.569 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 64B | 0% |
| Annual Yield % from dividends | 2.72 | 3.98 | 68% |
| Returns for 1 year | -1.68 | 0.01 | -18,316% |
| Returns for 3 years | 9.30 | 17.98 | 52% |
| Returns for 5 years | 4.88 | 28.53 | 17% |
| Returns for 10 years | 4.36 | 67.84 | 6% |
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