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IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
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.
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).
| IVRSX | VRTPX | IVRSX / VRTPX | |
| Total Expense Ratio | 1.00 | 0.08 | 1,250% |
| Annual Report Gross Expense Ratio | 1.26 | 0.08 | 1,575% |
| Fund Existence | 36 years | 8 years | - |
| Gain YTD | -0.805 | 3.096 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 9.42B | 2% |
| Annual Yield % from dividends | 2.54 | 3.80 | 67% |
| Returns for 1 year | 6.40 | 12.26 | 52% |
| Returns for 3 years | -16.49 | 9.70 | -170% |
| Returns for 5 years | -2.54 | 35.67 | -7% |
| Returns for 10 years | 3.69 | N/A | - |
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