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BREIX vs VRTPX
BREIX vs VRTPX Comparison
Open Charts BREIX vs VRTPX
Baron Real Estate Institutional
Price$41.31
Change-$0.36 (-0.86%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$22.54
Change+$0.03 (+0.13%)
VolumeN/A
CapitalizationN/A
BREIX vs VRTPX Comparison Chart
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BREIX vs. VRTPX commentary
Nov 18, 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 Buy and VRTPX is a Sell.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.7B vs. BREIX (2.15B). 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 : 30.82 vs. VRTPX (23.53). BREIX return over 5 years is better than : 44.20 vs. VRTPX (21.83).
| 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 | 15.719 | 9.446 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 9.7B | 22% |
| Annual Yield % from dividends | 0.40 | 3.98 | 10% |
| Returns for 1 year | 30.82 | 23.53 | 131% |
| Returns for 3 years | -2.35 | -4.12 | 57% |
| Returns for 5 years | 44.20 | 21.83 | 202% |
| Returns for 10 years | 65.18 | N/A | - |
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