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IVRTX vs VGSIX
IVRTX vs VGSIX Comparison
Open Charts IVRTX vs VGSIX
VY® CBRE Real Estate S2
Price$28.36
Change+$0.18 (+0.64%)
VolumeN/A
Net Assets144.81M
Vanguard Real Estate Index Investor
Price$30.21
Change+$0.26 (+0.87%)
VolumeN/A
Net Assets64.03B
IVRTX vs VGSIX Comparison Chart in %
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IVRTX vs. VGSIX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64B vs. IVRTX (145M). VGSIX pays higher dividends than IVRTX: VGSIX (3.78) vs IVRTX (2.59). 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 : 7.94 vs. IVRTX (5.00). VGSIX return over 5 years is better than : 28.31 vs. IVRTX (2.50).
| 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 | 2.101 | 2.720 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 64B | 0% |
| Annual Yield % from dividends | 2.59 | 3.78 | 69% |
| Returns for 1 year | 5.00 | 7.94 | 63% |
| Returns for 3 years | 6.86 | 15.72 | 44% |
| Returns for 5 years | 2.50 | 28.31 | 9% |
| Returns for 10 years | 3.15 | 67.94 | 5% |
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