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IVRTX vs VGSIX
IVRTX vs VGSIX Comparison
Open Charts IVRTX vs VGSIX
VY® CBRE Real Estate S2
Price$27.90
Change+$0.20 (+0.72%)
VolumeN/A
Net Assets150.68M
Vanguard Real Estate Index Investor
Price$30.72
Change+$0.33 (+1.09%)
VolumeN/A
Net Assets65.73B
IVRTX vs VGSIX Comparison Chart in %
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IVRTX vs. VGSIX commentary
Sep 08, 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: 65.7B vs. IVRTX (151M). VGSIX pays higher dividends than IVRTX: VGSIX (3.62) vs IVRTX (2.57). 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 : 0.88 vs. IVRTX (-4.19). VGSIX return over 5 years is better than : 35.51 vs. IVRTX (8.02).
| 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 | 0.950 | 5.711 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 65.7B | 0% |
| Annual Yield % from dividends | 2.57 | 3.62 | 71% |
| Returns for 1 year | -4.19 | 0.88 | -475% |
| Returns for 3 years | 2.83 | 12.67 | 22% |
| Returns for 5 years | 8.02 | 35.51 | 23% |
| Returns for 10 years | 8.04 | 75.73 | 11% |
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