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IVRTX vs VGSIX
IVRTX vs VGSIX Comparison
Open Charts IVRTX vs VGSIX
VY® CBRE Real Estate S2
Price$28.12
Change-$0.25 (-0.88%)
VolumeN/A
Net Assets152.25M
Vanguard Real Estate Index Investor
Price$29.86
Change-$0.29 (-0.96%)
VolumeN/A
Net Assets63.57B
IVRTX vs VGSIX Comparison Chart
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IVRTX vs. VGSIX 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 IVRTX is a Buy and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. IVRTX (152M). VGSIX pays higher dividends than IVRTX: VGSIX (3.92) vs IVRTX (2.38). IVRTX was incepted earlier than VGSIX: IVRTX (23 years) vs VGSIX (29 years). IVRTX (1.41) is less costly to investors than VGSIX (0.27). IVRTX is a more actively managed with annual turnover of: 82.00 vs. VGSIX (7.00). IVRTX has a lower initial minimum investment than VGSIX: IVRTX (0) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 11.19 vs. IVRTX (6.64). VGSIX return over 5 years is better than : 33.75 vs. IVRTX (-3.37).
| IVRTX | VGSIX | IVRTX / VGSIX | |
| Total Expense Ratio | 1.15 | 0.27 | 426% |
| Annual Report Gross Expense Ratio | 1.41 | 0.27 | 522% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | -0.846 | 1.789 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 63.6B | 0% |
| Annual Yield % from dividends | 2.38 | 3.92 | 61% |
| Returns for 1 year | 6.64 | 11.19 | 59% |
| Returns for 3 years | -11.40 | 15.96 | -71% |
| Returns for 5 years | -3.37 | 33.75 | -10% |
| Returns for 10 years | 1.47 | 60.71 | 2% |
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