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IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
VY® Columbia Real Estate S
Price$28.38
Change+$0.75 (+2.71%)
VolumeN/A
Net Assets144.28M
Vanguard Real Estate II Index
Price$21.59
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets9.62B
IVRSX vs VRTPX Comparison Chart in %
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IVRSX vs. VRTPX commentary
Feb 04, 2026
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: 9.62B vs. IVRSX (144M). VRTPX pays higher dividends than IVRSX: VRTPX (3.71) vs IVRSX (2.67). 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 : 3.23 vs. IVRSX (2.26). VRTPX return over 5 years is better than : 22.64 vs. IVRSX (-1.40).
| 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 | 2.123 | 1.362 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 9.62B | 1% |
| Annual Yield % from dividends | 2.67 | 3.71 | 72% |
| Returns for 1 year | 2.26 | 3.23 | 70% |
| Returns for 3 years | 1.04 | 10.18 | 10% |
| Returns for 5 years | -1.40 | 22.64 | -6% |
| Returns for 10 years | 6.04 | N/A | - |
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