Ad is loading...
BREIX vs VRTPX
BREIX vs VRTPX Comparison
Open Charts BREIX vs VRTPX
Baron Real Estate Institutional
Price$40.59
Change+$0.26 (+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
BREIX vs VRTPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BREIX 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 BREIX is a Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.29B vs. BREIX (2.16B). 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 : 17.26 vs. VRTPX (10.58). BREIX return over 5 years is better than : 49.00 vs. VRTPX (13.89).
| 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 | 1.348 | 0.654 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 9.29B | 23% |
| Annual Yield % from dividends | 0.40 | 3.98 | 10% |
| Returns for 1 year | 17.26 | 10.58 | 163% |
| Returns for 3 years | 7.19 | -7.16 | -100% |
| Returns for 5 years | 49.00 | 13.89 | 353% |
| Returns for 10 years | 59.30 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BRAZ | 20.59 | 0.32 | +1.56% |
| Global X Brazil Active ETF | |||
| FBCV | 32.21 | 0.19 | +0.59% |
| Fidelity Blue Chip Value ETF | |||
| VFQY | 144.71 | 0.51 | +0.36% |
| Vanguard US Quality Factor ETF | |||
| EWUS | 33.99 | 0.07 | +0.20% |
| iShares MSCI United Kingdom Small-Cp ETF | |||
| FSEC | 42.47 | -0.03 | -0.07% |
| Fidelity Investment Grade Sec ETF | |||