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BREFX vs VRTPX
BREFX vs VRTPX Comparison
Open Charts BREFX vs VRTPX
Baron Real Estate Retail
Price$39.37
Change-$1.13 (-2.79%)
VolumeN/A
Net Assets2.25B
Vanguard Real Estate II Index
Price$22.02
Change-$0.21 (-0.94%)
VolumeN/A
Net Assets9.45B
BREFX vs VRTPX Comparison Chart
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BREFX vs. VRTPX commentary
Feb 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 BREFX is a Hold and VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.45B vs. BREFX (2.25B). 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). VRTPX (12.28) and BREFX (11.71) have marching annual gain over last year. BREFX return over 5 years is better than : 40.57 vs. VRTPX (10.65).
| 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 | 1.234 | 2.801 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 9.45B | 24% |
| Annual Yield % from dividends | 0.05 | 3.98 | 1% |
| Returns for 1 year | 11.71 | 12.28 | 95% |
| Returns for 3 years | 8.97 | 1.12 | 798% |
| Returns for 5 years | 40.57 | 10.65 | 381% |
| Returns for 10 years | 48.12 | N/A | - |
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