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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-$0.25 (-0.87%)
VolumeN/A
Net Assets152.25M
Vanguard Real Estate II Index
Price$21.61
Change-$0.21 (-0.96%)
VolumeN/A
Net Assets9.42B
IVRSX vs VRTPX Comparison Chart
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IVRSX vs. VRTPX 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 VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. IVRSX (152M). VRTPX pays higher dividends than IVRSX: VRTPX (3.97) vs IVRSX (2.52). 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 : 11.40 vs. IVRSX (6.79). VRTPX return over 5 years is better than : 34.30 vs. IVRSX (-2.45).
| 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 | 1.873 | -43% |
| 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 | 2.52 | 3.97 | 63% |
| Returns for 1 year | 6.79 | 11.40 | 60% |
| Returns for 3 years | -10.87 | 16.03 | -68% |
| Returns for 5 years | -2.45 | 34.30 | -7% |
| Returns for 10 years | 3.29 | N/A | - |
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