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IVRTX vs VRTPX
IVRTX vs VRTPX Comparison
Open Charts IVRTX vs VRTPX
VY® CBRE Real Estate S2
Price$26.99
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets147.02M
Vanguard Real Estate II Index
Price$21.56
Change+$0.11 (+0.51%)
VolumeN/A
Net Assets9.49B
IVRTX vs VRTPX Comparison Chart in %
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IVRTX vs. VRTPX commentary
Aug 18, 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: 9.49B vs. IVRTX (147M). VRTPX pays higher dividends than IVRTX: VRTPX (3.79) vs IVRTX (2.66). 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 : 1.92 vs. IVRTX (-3.90). VRTPX return over 5 years is better than : 33.25 vs. IVRTX (5.79).
| 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 | -2.342 | 2.620 | -89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 9.49B | 2% |
| Annual Yield % from dividends | 2.66 | 3.79 | 70% |
| Returns for 1 year | -3.90 | 1.92 | -204% |
| Returns for 3 years | -9.75 | -0.47 | 2,090% |
| Returns for 5 years | 5.79 | 33.25 | 17% |
| Returns for 10 years | -5.26 | N/A | - |
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