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BAREX vs VGSIX
BAREX vs VGSIX Comparison
Open Charts BAREX vs VGSIX
BlackRock Real Estate Securities Inv A
Price$16.33
Change-$0.05 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$32.50
Change-$0.12 (-0.37%)
VolumeN/A
CapitalizationN/A
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BAREX vs VGSIX Comparison Chart
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BAREX vs. VGSIX commentary
Sep 21, 2024
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 BAREX is a StrongBuy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.5B vs. BAREX (317M). VGSIX pays higher dividends than BAREX: VGSIX (3.85) vs BAREX (2.68). BAREX was incepted earlier than VGSIX: BAREX (12 years) vs VGSIX (28 years). BAREX is a more actively managed with annual turnover of: 65.00 vs. VGSIX (9.00). BAREX has a lower initial minimum investment than VGSIX: BAREX (1000) vs VGSIX (3000). VGSIX (26.74) and BAREX (26.69) have marching annual gain over last year. BAREX return over 5 years is better than : 27.86 vs. VGSIX (25.87).
| BAREX | VGSIX | BAREX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 12.895 | 13.362 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 70.5B | 0% |
| Annual Yield % from dividends | 2.68 | 3.85 | 70% |
| Returns for 1 year | 26.69 | 26.74 | 100% |
| Returns for 3 years | 3.25 | 3.19 | 102% |
| Returns for 5 years | 27.86 | 25.87 | 108% |
| Returns for 10 years | 72.33 | 84.00 | 86% |