Ad is loading...
HTMIX
Price
$10.87
Change
-$0.00 (-0.00%)
Updated
Nov 15 closing price
VRTPX
Price
$22.54
Change
+$0.03 (+0.13%)
Updated
Nov 15 closing price
Ad is loading...

HTMIX vs VRTPX

Header iconHTMIX vs VRTPX Comparison
Open Charts HTMIX vs VRTPXBanner chart's image
Heitman US Real Estate Secs Instl
Price$10.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$22.54
Change+$0.03 (+0.13%)
VolumeN/A
CapitalizationN/A
HTMIX vs VRTPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
HTMIX vs. VRTPX commentary
Nov 17, 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 HTMIX is a StrongBuy and VRTPX is a Sell.

FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.7B vs. HTMIX (1.32M). VRTPX pays higher dividends than HTMIX: VRTPX (3.98) vs HTMIX (2.82). HTMIX was incepted earlier than VRTPX: HTMIX (7 years) vs VRTPX (7 years). HTMIX is a more actively managed with annual turnover of: 150.00 vs. VRTPX (6.00). HTMIX has a lower initial minimum investment than VRTPX: HTMIX (25000) vs VRTPX (100000000). HTMIX annual gain was more profitable for investors over the last year : 26.73 vs. VRTPX (23.53). VRTPX return over 5 years is better than : 21.83 vs. HTMIX (8.34).
HTMIXVRTPXHTMIX / VRTPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence7 years7 years-
Gain YTD13.6879.446145%
Front LoadN/AN/A-
Min. Initial Investment250001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.32M9.7B0%
Annual Yield % from dividends2.823.9871%
Returns for 1 year26.7323.53114%
Returns for 3 years-11.06-4.12268%
Returns for 5 years8.3421.8338%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IVITX23.01-0.17
-0.73%
VY® Invesco Growth and Income S2
FALGX50.84-0.47
-0.92%
Fidelity Advisor Large Cap M
LGOQX22.95-0.27
-1.16%
Lord Abbett Growth Opportunities R2
SESGX22.12-0.32
-1.43%
Sit ESG Growth S
VSRAX25.31-0.44
-1.71%
Invesco Small Cap Value R