Interact to see
Advertisement
Advertisement
IVRTX vs VGSNX
IVRTX vs VGSNX Comparison
Open Charts IVRTX vs VGSNX
VY® CBRE Real Estate S2
Price$28.36
Change+$0.18 (+0.64%)
VolumeN/A
Net Assets144.81M
Vanguard Real Estate Index Institutional
Price$19.94
Change+$0.18 (+0.91%)
VolumeN/A
Net Assets64.03B
IVRTX vs VGSNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVRTX vs. VGSNX 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 VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 64B vs. IVRTX (145M). VGSNX pays higher dividends than IVRTX: VGSNX (3.94) vs IVRTX (2.59). IVRTX was incepted earlier than VGSNX: IVRTX (23 years) vs VGSNX (22 years). IVRTX (1.41) is less costly to investors than VGSNX (0.11). IVRTX is a more actively managed with annual turnover of: 82.00 vs. VGSNX (7.00). IVRTX has a lower initial minimum investment than VGSNX: IVRTX (0) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 8.11 vs. IVRTX (5.00). VGSNX return over 5 years is better than : 29.35 vs. IVRTX (2.50).
| IVRTX | VGSNX | IVRTX / VGSNX | |
| Total Expense Ratio | 1.15 | 0.11 | 1,045% |
| Annual Report Gross Expense Ratio | 1.41 | 0.11 | 1,282% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 2.101 | 2.731 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 64B | 0% |
| Annual Yield % from dividends | 2.59 | 3.94 | 66% |
| Returns for 1 year | 5.00 | 8.11 | 62% |
| Returns for 3 years | 6.86 | 16.33 | 42% |
| Returns for 5 years | 2.50 | 29.35 | 9% |
| Returns for 10 years | 3.15 | 70.41 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FTGRX | 31.53 | N/A | N/A |
| Fidelity Advisor Mega Cap Stock M | |||
| FCUPX | 21.01 | -0.03 | -0.14% |
| NYLI PineStone U.S. Equity Class P | |||
| NGISX | 18.53 | -0.03 | -0.16% |
| Nationwide BNY Mellon Dyn US Core I.S | |||
| UIVQX | 13.02 | -0.06 | -0.46% |
| MFS Intrinsic Value R4 | |||
| AFCSX | 19.82 | -0.16 | -0.80% |
| American Century Focused Intl Gr I | |||