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IVRTX vs VRTPX
IVRTX vs VRTPX Comparison
Open Charts IVRTX vs VRTPX
VY® CBRE Real Estate S2
Price$28.12
Change-$0.25 (-0.88%)
VolumeN/A
Net Assets152.25M
Vanguard Real Estate II Index
Price$21.61
Change-$0.21 (-0.96%)
VolumeN/A
Net Assets9.42B
IVRTX vs VRTPX Comparison Chart
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IVRTX vs. VRTPX 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 VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. IVRTX (152M). VRTPX pays higher dividends than IVRTX: VRTPX (3.97) vs IVRTX (2.38). 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 : 11.40 vs. IVRTX (6.64). VRTPX return over 5 years is better than : 34.30 vs. IVRTX (-3.37).
| 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 | -0.846 | 1.873 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 9.42B | 2% |
| Annual Yield % from dividends | 2.38 | 3.97 | 60% |
| Returns for 1 year | 6.64 | 11.40 | 58% |
| Returns for 3 years | -11.40 | 16.03 | -71% |
| Returns for 5 years | -3.37 | 34.30 | -10% |
| Returns for 10 years | 1.47 | N/A | - |
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