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BAREX vs VRTPX
BAREX vs VRTPX Comparison
Open Charts BAREX vs VRTPX
BlackRock Real Estate Securities Inv A
Price$14.97
Change-$0.10 (-0.66%)
VolumeN/A
Net Assets334.56M
Vanguard Real Estate II Index
Price$21.61
Change-$0.21 (-0.96%)
VolumeN/A
Net Assets9.42B
BAREX vs VRTPX Comparison Chart
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BAREX vs. VRTPX commentary
Jun 16, 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 BAREX is a Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. BAREX (335M). VRTPX pays higher dividends than BAREX: VRTPX (3.97) vs BAREX (2.64). BAREX was incepted earlier than VRTPX: BAREX (13 years) vs VRTPX (8 years). BAREX (1.24) is less costly to investors than VRTPX (0.08). BAREX is a more actively managed with annual turnover of: 59.00 vs. VRTPX (4.00). BAREX has a lower initial minimum investment than VRTPX: BAREX (1000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 11.40 vs. BAREX (9.23). BAREX (35.61) and VRTPX (34.30) have equivalent 5 years return.
| BAREX | VRTPX | BAREX / VRTPX | |
| Total Expense Ratio | 1.00 | 0.08 | 1,250% |
| Annual Report Gross Expense Ratio | 1.24 | 0.08 | 1,550% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 1.536 | 1.873 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 9.42B | 4% |
| Annual Yield % from dividends | 2.64 | 3.97 | 66% |
| Returns for 1 year | 9.23 | 11.40 | 81% |
| Returns for 3 years | 13.49 | 16.03 | 84% |
| Returns for 5 years | 35.61 | 34.30 | 104% |
| Returns for 10 years | 45.86 | N/A | - |
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