IVRTX
Price
$28.11
Change
+$0.06 (+0.21%)
Updated
Jul 3 closing price
Net Assets
152.39M
VGSLX
Price
$127.64
Change
+$0.25 (+0.20%)
Updated
Jul 3 closing price
Net Assets
63.57B
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IVRTX vs VGSLX

Header iconIVRTX vs VGSLX Comparison
Open Charts IVRTX vs VGSLXBanner chart's image
VY® CBRE Real Estate S2
Price$28.11
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets152.39M
Vanguard Real Estate Index Admiral
Price$127.64
Change+$0.25 (+0.20%)
VolumeN/A
Net Assets63.57B
IVRTX vs VGSLX Comparison Chart in %
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IVRTX vs. VGSLX commentary
Jul 06, 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 VGSLX is a Hold.

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FUNDAMENTALS
Fundamentals
VGSLX has more cash in the bank: 63.6B vs. IVRTX (152M). VGSLX pays higher dividends than IVRTX: VGSLX (3.89) vs IVRTX (2.41). IVRTX was incepted earlier than VGSLX: IVRTX (23 years) vs VGSLX (24 years). IVRTX (1.41) is less costly to investors than VGSLX (0.13). IVRTX is a more actively managed with annual turnover of: 82.00 vs. VGSLX (7.00). IVRTX has a lower initial minimum investment than VGSLX: IVRTX (0) vs VGSLX (3000). VGSLX annual gain was more profitable for investors over the last year : 12.20 vs. IVRTX (6.21). VGSLX return over 5 years is better than : 36.07 vs. IVRTX (-3.49).
IVRTXVGSLXIVRTX / VGSLX
Total Expense Ratio1.150.13885%
Annual Report Gross Expense Ratio1.410.131,085%
Fund Existence23 years24 years-
Gain YTD-0.8823.074-29%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets152M63.6B0%
Annual Yield % from dividends2.413.8962%
Returns for 1 year6.2112.2051%
Returns for 3 years-17.0210.14-168%
Returns for 5 years-3.4936.07-10%
Returns for 10 years1.8365.873%
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