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BRIIX vs VRTPX
BRIIX vs VRTPX Comparison
Open Charts BRIIX vs VRTPX
Baron Real Estate Income Institutional
Price$16.42
Change-$0.77 (-4.48%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$21.45
Change-$0.91 (-4.07%)
VolumeN/A
CapitalizationN/A
BRIIX vs VRTPX Comparison Chart
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BRIIX 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 BRIIX is a Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 10.1B vs. BRIIX (192M). VRTPX pays higher dividends than BRIIX: VRTPX (3.98) vs BRIIX (1.91). BRIIX was incepted earlier than VRTPX: BRIIX (7 years) vs VRTPX (7 years). BRIIX is a more actively managed with annual turnover of: 109.95 vs. VRTPX (6.00). BRIIX has a lower initial minimum investment than VRTPX: BRIIX (1000000) vs VRTPX (100000000). BRIIX annual gain was more profitable for investors over the last year : 21.36 vs. VRTPX (4.92). BRIIX return over 5 years is better than : 60.49 vs. VRTPX (15.95).
| BRIIX | VRTPX | BRIIX / 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 | 20.150 | 4.154 | 485% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 10.1B | 2% |
| Annual Yield % from dividends | 1.91 | 3.98 | 48% |
| Returns for 1 year | 21.36 | 4.92 | 434% |
| Returns for 3 years | 5.20 | -10.51 | -49% |
| Returns for 5 years | 60.49 | 15.95 | 379% |
| Returns for 10 years | N/A | N/A | - |
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