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IVRTX vs VRTPX
IVRTX vs VRTPX Comparison
Open Charts IVRTX vs VRTPX
VY® CBRE Real Estate S2
Price$28.11
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets152.39M
Vanguard Real Estate II Index
Price$21.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.42B
IVRTX vs VRTPX Comparison Chart in %
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IVRTX vs. VRTPX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. IVRTX (152M). 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 : 12.26 vs. IVRTX (6.21). VRTPX return over 5 years is better than : 35.67 vs. IVRTX (-3.49).
| 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 | -0.882 | 3.096 | -28% |
| 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 | 2.41 | 3.80 | 63% |
| Returns for 1 year | 6.21 | 12.26 | 51% |
| Returns for 3 years | -17.02 | 9.70 | -175% |
| Returns for 5 years | -3.49 | 35.67 | -10% |
| Returns for 10 years | 1.83 | N/A | - |
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