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BREFX vs VRTPX
BREFX vs VRTPX Comparison
Open Charts BREFX vs VRTPX
Baron Real Estate Retail
Price$39.41
Change+$0.25 (+0.64%)
VolumeN/A
Net Assets2.15B
Vanguard Real Estate II Index
Price$21.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.29B
BREFX vs VRTPX Comparison Chart
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BREFX 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 BREFX is a Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.29B vs. BREFX (2.16B). VRTPX pays higher dividends than BREFX: VRTPX (3.98) vs BREFX (0.05). BREFX was incepted earlier than VRTPX: BREFX (15 years) vs VRTPX (7 years). BREFX is a more actively managed with annual turnover of: 57.86 vs. VRTPX (6.00). BREFX has a lower initial minimum investment than VRTPX: BREFX (2000) vs VRTPX (100000000). BREFX annual gain was more profitable for investors over the last year : 16.96 vs. VRTPX (10.58). BREFX return over 5 years is better than : 46.45 vs. VRTPX (13.89).
| BREFX | VRTPX | BREFX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 1.337 | 0.654 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 9.29B | 23% |
| Annual Yield % from dividends | 0.05 | 3.98 | 1% |
| Returns for 1 year | 16.96 | 10.58 | 160% |
| Returns for 3 years | 6.26 | -7.16 | -87% |
| Returns for 5 years | 46.45 | 13.89 | 334% |
| Returns for 10 years | 53.88 | N/A | - |
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