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IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
VY® CBRE Real Estate S
Price$27.65
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets150.78M
Vanguard Real Estate II Index
Price$22.07
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets9.48B
IVRSX vs VRTPX Comparison Chart in %
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IVRSX vs. VRTPX commentary
Jul 28, 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: 9.48B vs. IVRSX (151M). VRTPX pays higher dividends than IVRSX: VRTPX (3.80) vs IVRSX (2.54). 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 : 8.32 vs. IVRSX (2.39). VRTPX return over 5 years is better than : 41.61 vs. IVRSX (13.54).
| 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 | 37 years | 8 years | - |
| Gain YTD | -0.510 | 5.048 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 9.48B | 2% |
| Annual Yield % from dividends | 2.54 | 3.80 | 67% |
| Returns for 1 year | 2.39 | 8.32 | 29% |
| Returns for 3 years | 0.53 | 9.47 | 6% |
| Returns for 5 years | 13.54 | 41.61 | 33% |
| Returns for 10 years | 1.54 | N/A | - |
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