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IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
VY® CBRE Real Estate S
Price$27.92
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets142.68M
Vanguard Real Estate II Index
Price$21.39
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets9.84B
IVRSX vs VRTPX Comparison Chart in %
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IVRSX vs. VRTPX commentary
Dec 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.84B vs. IVRSX (143M). VRTPX pays higher dividends than IVRSX: VRTPX (3.72) vs IVRSX (2.66). IVRSX was incepted earlier than VRTPX: IVRSX (37 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 : 2.13 vs. IVRSX (-0.03). VRTPX return over 5 years is better than : 25.99 vs. IVRSX (2.32).
| 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 | 37 years | 8 years | - |
| Gain YTD | 0.461 | 2.706 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 9.84B | 1% |
| Annual Yield % from dividends | 2.66 | 3.72 | 71% |
| Returns for 1 year | -0.03 | 2.13 | -1% |
| Returns for 3 years | 11.83 | 20.19 | 59% |
| Returns for 5 years | 2.32 | 25.99 | 9% |
| Returns for 10 years | -3.58 | N/A | - |
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