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BAREX vs VRTPX
BAREX vs VRTPX Comparison
Open Charts BAREX vs VRTPX
BlackRock Real Estate Securities Inv A
Price$14.63
Change-$0.38 (-2.53%)
VolumeN/A
Net Assets331.09M
Vanguard Real Estate II Index
Price$21.01
Change-$0.59 (-2.73%)
VolumeN/A
Net Assets9.32B
BAREX vs VRTPX Comparison Chart
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BAREX vs. VRTPX commentary
May 23, 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: 9.32B vs. BAREX (331M). VRTPX pays higher dividends than BAREX: VRTPX (4.01) vs BAREX (2.66). BAREX was incepted earlier than VRTPX: BAREX (13 years) vs VRTPX (8 years). BAREX (1.24) is less costly to investors than VRTPX (0.08). BAREX is a more actively managed with annual turnover of: 59.00 vs. VRTPX (4.00). BAREX has a lower initial minimum investment than VRTPX: BAREX (1000) vs VRTPX (100000000). BAREX annual gain was more profitable for investors over the last year : 9.37 vs. VRTPX (7.93). BAREX return over 5 years is better than : 48.30 vs. VRTPX (43.13).
| BAREX | VRTPX | BAREX / VRTPX | |
| Total Expense Ratio | 1.00 | 0.08 | 1,250% |
| Annual Report Gross Expense Ratio | 1.24 | 0.08 | 1,550% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 1.807 | -0.956 | -189% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 9.32B | 4% |
| Annual Yield % from dividends | 2.66 | 4.01 | 66% |
| Returns for 1 year | 9.37 | 7.93 | 118% |
| Returns for 3 years | 4.05 | 3.79 | 107% |
| Returns for 5 years | 48.30 | 43.13 | 112% |
| Returns for 10 years | 42.49 | N/A | - |
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