IVRTX
Price
$28.18
Change
+$0.72 (+2.62%)
Updated
Feb 3 closing price
Net Assets
144.28M
VRTPX
Price
$21.59
Change
+$0.10 (+0.47%)
Updated
Feb 3 closing price
Net Assets
9.62B
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IVRTX vs VRTPX

Header iconIVRTX vs VRTPX Comparison
Open Charts IVRTX vs VRTPXBanner chart's image
VY® Columbia Real Estate S2
Price$28.18
Change+$0.72 (+2.62%)
VolumeN/A
Net Assets144.28M
Vanguard Real Estate II Index
Price$21.59
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets9.62B
IVRTX vs VRTPX Comparison Chart in %
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IVRTX vs. VRTPX 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 VRTPX is a Buy.

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FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.62B vs. IVRTX (144M). VRTPX pays higher dividends than IVRTX: VRTPX (3.71) vs IVRTX (2.53). IVRTX was incepted earlier than VRTPX: IVRTX (23 years) vs VRTPX (8 years). IVRTX (1.41) is less costly to investors than VRTPX (0.08). IVRTX is a more actively managed with annual turnover of: 82.00 vs. VRTPX (4.00). IVRTX has a lower initial minimum investment than VRTPX: IVRTX (0) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 3.09 vs. IVRTX (2.11). VRTPX return over 5 years is better than : 23.57 vs. IVRTX (-2.28).
IVRTXVRTPXIVRTX / VRTPX
Total Expense Ratio1.150.081,437%
Annual Report Gross Expense Ratio1.410.081,763%
Fund Existence23 years8 years-
Gain YTD2.1011.549136%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets144M9.62B1%
Annual Yield % from dividends2.533.7168%
Returns for 1 year2.113.0968%
Returns for 3 years0.5510.385%
Returns for 5 years-2.2823.57-10%
Returns for 10 years4.18N/A-
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