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IVRTX vs VGSNX
IVRTX vs VGSNX Comparison
Open Charts IVRTX vs VGSNX
VY® CBRE Real Estate S2
Price$28.12
Change-$0.25 (-0.88%)
VolumeN/A
Net Assets152.25M
Vanguard Real Estate Index Institutional
Price$19.71
Change-$0.19 (-0.95%)
VolumeN/A
Net Assets63.57B
IVRTX vs VGSNX Comparison Chart
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IVRTX vs. VGSNX commentary
Jun 16, 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 (4.08) vs IVRTX (2.38). 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 : 11.37 vs. IVRTX (6.64). VGSNX return over 5 years is better than : 34.79 vs. IVRTX (-3.37).
| 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 | -0.846 | 1.839 | -46% |
| 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 | 2.38 | 4.08 | 58% |
| Returns for 1 year | 6.64 | 11.37 | 58% |
| Returns for 3 years | -11.40 | 16.53 | -69% |
| Returns for 5 years | -3.37 | 34.79 | -10% |
| Returns for 10 years | 1.47 | 63.00 | 2% |
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