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IVRTX vs VGSNX
IVRTX vs VGSNX Comparison
Open Charts IVRTX vs VGSNX
VY® CBRE Real Estate S2
Price$27.61
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets142.36M
Vanguard Real Estate Index Institutional
Price$19.62
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets65.38B
IVRTX vs VGSNX Comparison Chart in %
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IVRTX vs. VGSNX commentary
Dec 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: 65.4B vs. IVRTX (142M). VGSNX pays higher dividends than IVRTX: VGSNX (3.88) vs IVRTX (2.51). 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 : -1.24 vs. IVRTX (-3.70). VGSNX return over 5 years is better than : 28.61 vs. IVRTX (2.01).
| 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 | -0.063 | 3.462 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 65.4B | 0% |
| Annual Yield % from dividends | 2.51 | 3.88 | 65% |
| Returns for 1 year | -3.70 | -1.24 | 298% |
| Returns for 3 years | 6.66 | 17.41 | 38% |
| Returns for 5 years | 2.01 | 28.61 | 7% |
| Returns for 10 years | -1.18 | 62.67 | -2% |
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