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IVRSX vs VGSNX
IVRSX vs VGSNX Comparison
Open Charts IVRSX vs VGSNX
VY® CBRE Real Estate S
Price$28.33
Change-$0.25 (-0.87%)
VolumeN/A
Net Assets152.25M
Vanguard Real Estate Index Institutional
Price$19.71
Change-$0.19 (-0.95%)
VolumeN/A
Net Assets63.57B
IVRSX vs VGSNX Comparison Chart
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IVRSX vs. VGSNX 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 VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.6B vs. IVRSX (152M). VGSNX pays higher dividends than IVRSX: VGSNX (4.08) vs IVRSX (2.52). IVRSX was incepted earlier than VGSNX: IVRSX (36 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 : 11.37 vs. IVRSX (6.79). VGSNX return over 5 years is better than : 34.79 vs. IVRSX (-2.45).
| 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 | 36 years | 22 years | - |
| Gain YTD | -0.805 | 1.839 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 63.6B | 0% |
| Annual Yield % from dividends | 2.52 | 4.08 | 62% |
| Returns for 1 year | 6.79 | 11.37 | 60% |
| Returns for 3 years | -10.87 | 16.53 | -66% |
| Returns for 5 years | -2.45 | 34.79 | -7% |
| Returns for 10 years | 3.29 | 63.00 | 5% |
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