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IVRTX vs VRTPX
IVRTX vs VRTPX Comparison
Open Charts IVRTX vs VRTPX
VY® CBRE Real Estate S2
Price$27.48
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets150.78M
Vanguard Real Estate II Index
Price$22.07
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets9.48B
IVRTX vs VRTPX Comparison Chart in %
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IVRTX vs. VRTPX commentary
Jul 28, 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 VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.48B vs. IVRTX (151M). VRTPX pays higher dividends than IVRTX: VRTPX (3.80) vs IVRTX (2.41). 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 : 8.32 vs. IVRTX (2.28). VRTPX return over 5 years is better than : 41.61 vs. IVRTX (12.53).
| 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 | -0.569 | 5.048 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 9.48B | 2% |
| Annual Yield % from dividends | 2.41 | 3.80 | 63% |
| Returns for 1 year | 2.28 | 8.32 | 27% |
| Returns for 3 years | 0.04 | 9.47 | 0% |
| Returns for 5 years | 12.53 | 41.61 | 30% |
| Returns for 10 years | -0.25 | N/A | - |
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