IVRTX
Price
$27.48
Change
-$0.04 (-0.15%)
Updated
Jul 25 closing price
Net Assets
150.78M
VGSNX
Price
$20.13
Change
+$0.01 (+0.05%)
Updated
Jul 25 closing price
Net Assets
63.79B
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IVRTX vs VGSNX

Header iconIVRTX vs VGSNX Comparison
Open Charts IVRTX vs VGSNXBanner chart's image
VY® CBRE Real Estate S2
Price$27.48
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets150.78M
Vanguard Real Estate Index Institutional
Price$20.13
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets63.79B
IVRTX vs VGSNX Comparison Chart in %
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IVRTX vs. VGSNX commentary
Jul 28, 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 VGSNX is a Buy.

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FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.8B vs. IVRTX (151M). VGSNX pays higher dividends than IVRTX: VGSNX (3.92) vs IVRTX (2.41). 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 : 8.28 vs. IVRTX (2.28). VGSNX return over 5 years is better than : 42.19 vs. IVRTX (12.53).
IVRTXVGSNXIVRTX / VGSNX
Total Expense Ratio1.150.111,045%
Annual Report Gross Expense Ratio1.410.111,282%
Fund Existence23 years22 years-
Gain YTD-0.5695.036-11%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets151M63.8B0%
Annual Yield % from dividends2.413.9262%
Returns for 1 year2.288.2828%
Returns for 3 years0.049.980%
Returns for 5 years12.5342.1930%
Returns for 10 years-0.2565.64-0%
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