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MRETX vs VGSNX
MRETX vs VGSNX Comparison
Open Charts MRETX vs VGSNX
Morgan Stanley Inst US Real Estate IR
Price$10.26
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Institutional
Price$20.58
Change+$0.03 (+0.15%)
VolumeN/A
CapitalizationN/A
MRETX vs VGSNX Comparison Chart
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MRETX vs. VGSNX 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 MRETX is a Buy and VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 68.9B vs. MRETX (14.3M). VGSNX pays higher dividends than MRETX: VGSNX (4.01) vs MRETX (2.34). MRETX was incepted earlier than VGSNX: MRETX (6 years) vs VGSNX (21 years). MRETX is a more actively managed with annual turnover of: 53.00 vs. VGSNX (9.00). MRETX (5000000) and VGSNX (5000000) have matching initial minimum investment requirements. MRETX annual gain was more profitable for investors over the last year : 29.83 vs. VGSNX (23.50). VGSNX return over 5 years is better than : 22.30 vs. MRETX (-7.44).
| MRETX | VGSNX | MRETX / VGSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 21 years | - |
| Gain YTD | 17.015 | 9.414 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3M | 68.9B | 0% |
| Annual Yield % from dividends | 2.34 | 4.01 | 58% |
| Returns for 1 year | 29.83 | 23.50 | 127% |
| Returns for 3 years | -4.80 | -3.68 | 130% |
| Returns for 5 years | -7.44 | 22.30 | -33% |
| Returns for 10 years | N/A | 66.69 | - |