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BAREX vs VRTPX
BAREX vs VRTPX Comparison
Open Charts BAREX vs VRTPX
BlackRock Real Estate Securities Inv A
Price$14.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets338.3M
Vanguard Real Estate II Index
Price$21.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.29B
BAREX vs VRTPX Comparison Chart
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BAREX vs. VRTPX commentary
Jan 19, 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 BAREX is a Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.29B vs. BAREX (338M). VRTPX pays higher dividends than BAREX: VRTPX (3.98) vs BAREX (2.68). BAREX was incepted earlier than VRTPX: BAREX (12 years) vs VRTPX (7 years). BAREX is a more actively managed with annual turnover of: 65.00 vs. VRTPX (6.00). BAREX has a lower initial minimum investment than VRTPX: BAREX (1000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 10.58 vs. BAREX (8.03). BAREX (14.21) and VRTPX (13.89) have equivalent 5 years return.
| BAREX | VRTPX | BAREX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 0.202 | 0.654 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 9.29B | 4% |
| Annual Yield % from dividends | 2.68 | 3.98 | 68% |
| Returns for 1 year | 8.03 | 10.58 | 76% |
| Returns for 3 years | -9.97 | -7.16 | 139% |
| Returns for 5 years | 14.21 | 13.89 | 102% |
| Returns for 10 years | 31.57 | N/A | - |
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