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IVRTX vs VGSIX
IVRTX vs VGSIX Comparison
Open Charts IVRTX vs VGSIX
VY® CBRE Real Estate S2
Price$27.61
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets142.36M
Vanguard Real Estate Index Investor
Price$29.72
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets65.38B
IVRTX vs VGSIX Comparison Chart in %
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IVRTX vs. VGSIX commentary
Dec 14, 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 Hold and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.4B vs. IVRTX (142M). VGSIX pays higher dividends than IVRTX: VGSIX (3.72) vs IVRTX (2.51). IVRTX was incepted earlier than VGSIX: IVRTX (23 years) vs VGSIX (30 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 : -1.41 vs. IVRTX (-3.70). VGSIX return over 5 years is better than : 27.62 vs. IVRTX (2.01).
| 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 | 30 years | - |
| Gain YTD | -0.063 | 3.315 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 65.4B | 0% |
| Annual Yield % from dividends | 2.51 | 3.72 | 68% |
| Returns for 1 year | -3.70 | -1.41 | 261% |
| Returns for 3 years | 6.66 | 16.81 | 40% |
| Returns for 5 years | 2.01 | 27.62 | 7% |
| Returns for 10 years | -1.18 | 60.39 | -2% |
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