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MXSFX vs VRTPX
MXSFX vs VRTPX Comparison
Open Charts MXSFX vs VRTPX
Empower Real Estate Index Instl
Price$8.05
Change-$0.02 (-0.25%)
VolumeN/A
Net Assets925.59M
Vanguard Real Estate II Index
Price$20.93
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets9.32B
MXSFX vs VRTPX Comparison Chart
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MXSFX vs. VRTPX commentary
May 23, 2025
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 MXSFX is a Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.32B vs. MXSFX (926M). MXSFX (4.20) and VRTPX (4.01) have matching dividends . MXSFX was incepted earlier than VRTPX: MXSFX (10 years) vs VRTPX (8 years). MXSFX (0.32) is less costly to investors than VRTPX (0.08). MXSFX is a more actively managed with annual turnover of: 18.00 vs. VRTPX (4.00). MXSFX has a lower initial minimum investment than VRTPX: MXSFX (0) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 8.90 vs. MXSFX (2.57). VRTPX return over 5 years is better than : 43.13 vs. MXSFX (38.54).
| MXSFX | VRTPX | MXSFX / VRTPX | |
| Total Expense Ratio | 0.30 | 0.08 | 375% |
| Annual Report Gross Expense Ratio | 0.32 | 0.08 | 400% |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | -2.300 | -0.956 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 926M | 9.32B | 10% |
| Annual Yield % from dividends | 4.20 | 4.01 | 105% |
| Returns for 1 year | 2.57 | 8.90 | 29% |
| Returns for 3 years | -2.67 | 2.62 | -102% |
| Returns for 5 years | 38.54 | 43.13 | 89% |
| Returns for 10 years | 5.76 | N/A | - |
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