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BREIX vs VRTPX
BREIX vs VRTPX Comparison
Open Charts BREIX vs VRTPX
Baron Real Estate Institutional
Price$41.27
Change-$0.43 (-1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$21.45
Change-$0.91 (-4.07%)
VolumeN/A
CapitalizationN/A
BREIX vs VRTPX Comparison Chart
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BREIX vs. VRTPX commentary
Dec 19, 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 BREIX is a Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 10.1B vs. BREIX (2.31B). VRTPX pays higher dividends than BREIX: VRTPX (3.98) vs BREIX (0.40). BREIX was incepted earlier than VRTPX: BREIX (15 years) vs VRTPX (7 years). BREIX is a more actively managed with annual turnover of: 57.86 vs. VRTPX (6.00). BREIX has a lower initial minimum investment than VRTPX: BREIX (1000000) vs VRTPX (100000000). BREIX annual gain was more profitable for investors over the last year : 17.49 vs. VRTPX (10.20). BREIX return over 5 years is better than : 58.03 vs. VRTPX (21.64).
| BREIX | VRTPX | BREIX / 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 | 15.914 | 8.572 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 10.1B | 23% |
| Annual Yield % from dividends | 0.40 | 3.98 | 10% |
| Returns for 1 year | 17.49 | 10.20 | 171% |
| Returns for 3 years | 7.21 | -6.72 | -107% |
| Returns for 5 years | 58.03 | 21.64 | 268% |
| Returns for 10 years | 61.82 | N/A | - |
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