IVRSX
Price
$28.33
Change
+$0.07 (+0.25%)
Updated
Jul 3 closing price
Net Assets
152.39M
VRTPX
Price
$21.66
Change
+$0.04 (+0.19%)
Updated
Jul 3 closing price
Net Assets
9.42B
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IVRSX vs VRTPX

Header iconIVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPXBanner chart's image
VY® CBRE Real Estate S
Price$28.33
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets152.39M
Vanguard Real Estate II Index
Price$21.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.42B
IVRSX vs VRTPX Comparison Chart in %
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IVRSX vs. VRTPX 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 VRTPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. IVRSX (152M). VRTPX pays higher dividends than IVRSX: VRTPX (3.80) vs IVRSX (2.54). IVRSX was incepted earlier than VRTPX: IVRSX (36 years) vs VRTPX (8 years). IVRSX (1.26) is less costly to investors than VRTPX (0.08). IVRSX is a more actively managed with annual turnover of: 82.00 vs. VRTPX (4.00). IVRSX has a lower initial minimum investment than VRTPX: IVRSX (0) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 12.26 vs. IVRSX (6.40). VRTPX return over 5 years is better than : 35.67 vs. IVRSX (-2.54).
IVRSXVRTPXIVRSX / VRTPX
Total Expense Ratio1.000.081,250%
Annual Report Gross Expense Ratio1.260.081,575%
Fund Existence36 years8 years-
Gain YTD-0.8053.096-26%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets152M9.42B2%
Annual Yield % from dividends2.543.8067%
Returns for 1 year6.4012.2652%
Returns for 3 years-16.499.70-170%
Returns for 5 years-2.5435.67-7%
Returns for 10 years3.69N/A-
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