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BRIFX vs VRTPX
BRIFX vs VRTPX Comparison
Open Charts BRIFX vs VRTPX
Baron Real Estate Income Retail
Price$16.83
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$22.54
Change+$0.03 (+0.13%)
VolumeN/A
CapitalizationN/A
BRIFX vs VRTPX Comparison Chart
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BRIFX 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 BRIFX is a StrongBuy and VRTPX is a Sell.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.7B vs. BRIFX (178M). VRTPX pays higher dividends than BRIFX: VRTPX (3.98) vs BRIFX (1.74). BRIFX was incepted earlier than VRTPX: BRIFX (7 years) vs VRTPX (7 years). BRIFX is a more actively managed with annual turnover of: 109.95 vs. VRTPX (6.00). BRIFX has a lower initial minimum investment than VRTPX: BRIFX (2000) vs VRTPX (100000000). BRIFX annual gain was more profitable for investors over the last year : 30.91 vs. VRTPX (23.53). BRIFX return over 5 years is better than : 57.97 vs. VRTPX (21.83).
| BRIFX | VRTPX | BRIFX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 18.566 | 9.446 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 9.7B | 2% |
| Annual Yield % from dividends | 1.74 | 3.98 | 44% |
| Returns for 1 year | 30.91 | 23.53 | 131% |
| Returns for 3 years | 2.83 | -4.12 | -69% |
| Returns for 5 years | 57.97 | 21.83 | 266% |
| Returns for 10 years | N/A | N/A | - |
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