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IVRTX vs VGSNX
IVRTX vs VGSNX Comparison
Open Charts IVRTX vs VGSNX
VY® CBRE Real Estate S2
Price$28.11
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets152.39M
Vanguard Real Estate Index Institutional
Price$19.75
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets63.57B
IVRTX vs VGSNX Comparison Chart in %
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IVRTX vs. VGSNX 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 VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.6B vs. IVRTX (152M). 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 : 12.23 vs. IVRTX (6.21). VGSNX return over 5 years is better than : 36.17 vs. IVRTX (-3.49).
| 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 | -0.882 | 3.053 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 63.6B | 0% |
| Annual Yield % from dividends | 2.41 | 3.92 | 62% |
| Returns for 1 year | 6.21 | 12.23 | 51% |
| Returns for 3 years | -17.02 | 10.19 | -167% |
| Returns for 5 years | -3.49 | 36.17 | -10% |
| Returns for 10 years | 1.83 | 66.09 | 3% |
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