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IVRTX vs VGSNX
IVRTX vs VGSNX Comparison
Open Charts IVRTX vs VGSNX
VY® Columbia Real Estate S2
Price$28.18
Change+$0.72 (+2.62%)
VolumeN/A
Net Assets144.28M
Vanguard Real Estate Index Institutional
Price$19.67
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets64.03B
IVRTX vs VGSNX Comparison Chart in %
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IVRTX vs. VGSNX commentary
Feb 04, 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 Buy and VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 64B vs. IVRTX (144M). VGSNX pays higher dividends than IVRTX: VGSNX (3.84) vs IVRTX (2.53). 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 : 3.04 vs. IVRTX (2.11). VGSNX return over 5 years is better than : 24.12 vs. IVRTX (-2.28).
| 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 | 1.546 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 64B | 0% |
| Annual Yield % from dividends | 2.53 | 3.84 | 66% |
| Returns for 1 year | 2.11 | 3.04 | 69% |
| Returns for 3 years | 0.55 | 10.31 | 5% |
| Returns for 5 years | -2.28 | 24.12 | -9% |
| Returns for 10 years | 4.18 | 68.64 | 6% |
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