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BRIIX vs VRTPX
BRIIX vs VRTPX Comparison
Open Charts BRIIX vs VRTPX
Baron Real Estate Income Institutional
Price$17.04
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
BRIIX vs VRTPX Comparison Chart
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BRIIX 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 BRIIX is a StrongBuy and VRTPX is a Sell.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.7B vs. BRIIX (178M). 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 : 31.23 vs. VRTPX (23.53). BRIIX return over 5 years is better than : 60.08 vs. VRTPX (21.83).
| 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 | 18.752 | 9.446 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 9.7B | 2% |
| Annual Yield % from dividends | 1.91 | 3.98 | 48% |
| Returns for 1 year | 31.23 | 23.53 | 133% |
| Returns for 3 years | 3.55 | -4.12 | -86% |
| Returns for 5 years | 60.08 | 21.83 | 275% |
| Returns for 10 years | N/A | N/A | - |
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