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IVRTX vs VRTPX
IVRTX vs VRTPX Comparison
Open Charts IVRTX vs VRTPX
VY® CBRE Real Estate S2
Price$27.61
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets142.36M
Vanguard Real Estate II Index
Price$21.53
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets9.84B
IVRTX vs VRTPX Comparison Chart in %
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IVRTX vs. VRTPX 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 VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.84B vs. IVRTX (142M). VRTPX pays higher dividends than IVRTX: VRTPX (3.72) vs IVRTX (2.51). 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 : -1.17 vs. IVRTX (-3.70). VRTPX return over 5 years is better than : 28.12 vs. IVRTX (2.01).
| IVRTX | VRTPX | IVRTX / VRTPX | |
| Total Expense Ratio | 1.15 | 0.08 | 1,437% |
| Annual Report Gross Expense Ratio | 1.41 | 0.08 | 1,763% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -0.063 | 3.523 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 9.84B | 1% |
| Annual Yield % from dividends | 2.51 | 3.72 | 68% |
| Returns for 1 year | -3.70 | -1.17 | 316% |
| Returns for 3 years | 6.66 | 16.89 | 39% |
| Returns for 5 years | 2.01 | 28.12 | 7% |
| Returns for 10 years | -1.18 | N/A | - |
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