Interact to see
Advertisement
Advertisement
IVRTX vs VGSIX
IVRTX vs VGSIX Comparison
Open Charts IVRTX vs VGSIX
VY® CBRE Real Estate S2
Price$26.99
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets147.02M
Vanguard Real Estate Index Investor
Price$29.79
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets63.72B
IVRTX vs VGSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVRTX vs. VGSIX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.7B vs. IVRTX (147M). VGSIX pays higher dividends than IVRTX: VGSIX (3.74) vs IVRTX (2.66). 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 (0) and VGSIX (0) have matching initial minimum investment requirements. VGSIX annual gain was more profitable for investors over the last year : 1.76 vs. IVRTX (-3.90). VGSIX return over 5 years is better than : 32.73 vs. IVRTX (5.79).
| 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 | -2.342 | 2.511 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 63.7B | 0% |
| Annual Yield % from dividends | 2.66 | 3.74 | 71% |
| Returns for 1 year | -3.90 | 1.76 | -222% |
| Returns for 3 years | -9.75 | -0.50 | 1,950% |
| Returns for 5 years | 5.79 | 32.73 | 18% |
| Returns for 10 years | -5.26 | 54.71 | -10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers