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IVRTX vs VGSNX
IVRTX vs VGSNX Comparison
Open Charts IVRTX vs VGSNX
VY® CBRE Real Estate S2
Price$27.83
Change-$0.28 (-1.00%)
VolumeN/A
Net Assets147.27M
Vanguard Real Estate Index Institutional
Price$19.61
Change-$0.24 (-1.21%)
VolumeN/A
Net Assets64B
IVRTX vs VGSNX Comparison Chart in %
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IVRTX vs. VGSNX commentary
Nov 14, 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 Hold and VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 64B vs. IVRTX (147M). VGSNX pays higher dividends than IVRTX: VGSNX (3.98) vs IVRTX (2.57). 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 (-1.77) and IVRTX (-1.82) have marching annual gain over last year. VGSNX return over 5 years is better than : 26.98 vs. IVRTX (3.92).
| 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 | 1.710 | 3.304 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 64B | 0% |
| Annual Yield % from dividends | 2.57 | 3.98 | 65% |
| Returns for 1 year | -1.82 | -1.77 | 103% |
| Returns for 3 years | 8.79 | 19.56 | 45% |
| Returns for 5 years | 3.92 | 26.98 | 15% |
| Returns for 10 years | 2.53 | 63.95 | 4% |
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