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BRIIX vs VRTPX
BRIIX vs VRTPX Comparison
Open Charts BRIIX vs VRTPX
Baron Real Estate Income Institutional
Price$16.60
Change-$0.04 (-0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$23.50
Change-$0.08 (-0.34%)
VolumeN/A
CapitalizationN/A
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BRIIX vs VRTPX Comparison Chart
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BRIIX vs. VRTPX commentary
Sep 21, 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 StrongBuy and VRTPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.76B vs. BRIIX (162M). 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). VRTPX annual gain was more profitable for investors over the last year : 30.91 vs. BRIIX (29.18). BRIIX return over 5 years is better than : 60.27 vs. VRTPX (26.02).
| 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 | 15.354 | 13.186 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 9.76B | 2% |
| Annual Yield % from dividends | 1.91 | 3.98 | 48% |
| Returns for 1 year | 29.18 | 30.91 | 94% |
| Returns for 3 years | 5.58 | 3.41 | 164% |
| Returns for 5 years | 60.27 | 26.02 | 232% |
| Returns for 10 years | N/A | N/A | - |
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