IVRSX
Price
$27.42
Change
+$0.48 (+1.78%)
Updated
Aug 19 closing price
Net Assets
148.2M
VRTPX
Price
$21.76
Change
+$0.38 (+1.78%)
Updated
Aug 19 closing price
Net Assets
9.49B
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IVRSX vs VRTPX

Header iconIVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPXBanner chart's image
VY® CBRE Real Estate S
Price$27.42
Change+$0.48 (+1.78%)
VolumeN/A
Net Assets148.2M
Vanguard Real Estate II Index
Price$21.76
Change+$0.38 (+1.78%)
VolumeN/A
Net Assets9.49B
IVRSX vs VRTPX Comparison Chart in %
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IVRSX vs. VRTPX commentary
Aug 20, 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.

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FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.49B vs. IVRSX (148M). VRTPX pays higher dividends than IVRSX: VRTPX (3.79) vs IVRSX (2.81). 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 : 1.11 vs. IVRSX (-3.70). VRTPX return over 5 years is better than : 34.12 vs. IVRSX (8.18).
IVRSXVRTPXIVRSX / VRTPX
Total Expense Ratio1.000.081,250%
Annual Report Gross Expense Ratio1.260.081,575%
Fund Existence37 years8 years-
Gain YTD-1.3381.764-76%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets148M9.49B2%
Annual Yield % from dividends2.813.7974%
Returns for 1 year-3.701.11-333%
Returns for 3 years-6.121.01-607%
Returns for 5 years8.1834.1224%
Returns for 10 years0.73N/A-
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