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IVRTX vs VGSIX
IVRTX vs VGSIX Comparison
Open Charts IVRTX vs VGSIX
VY® CBRE Real Estate S2
Price$27.48
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets150.78M
Vanguard Real Estate Index Investor
Price$30.49
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets63.79B
IVRTX vs VGSIX Comparison Chart in %
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IVRTX vs. VGSIX commentary
Jul 28, 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: 63.8B vs. IVRTX (151M). VGSIX pays higher dividends than IVRTX: VGSIX (3.75) vs IVRTX (2.41). 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 : 8.10 vs. IVRTX (2.28). VGSIX return over 5 years is better than : 41.03 vs. IVRTX (12.53).
| 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 | -0.569 | 4.920 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 63.8B | 0% |
| Annual Yield % from dividends | 2.41 | 3.75 | 64% |
| Returns for 1 year | 2.28 | 8.10 | 28% |
| Returns for 3 years | 0.04 | 9.41 | 0% |
| Returns for 5 years | 12.53 | 41.03 | 31% |
| Returns for 10 years | -0.25 | 63.27 | -0% |
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