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BREFX vs VRTPX
BREFX vs VRTPX Comparison
Open Charts BREFX vs VRTPX
Baron Real Estate Retail
Price$35.93
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets2.04B
Vanguard Real Estate II Index
Price$20.93
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets9.32B
BREFX vs VRTPX Comparison Chart
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BREFX 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 BREFX is a Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.32B vs. BREFX (2.04B). VRTPX pays higher dividends than BREFX: VRTPX (4.01) vs BREFX (0.18). BREFX was incepted earlier than VRTPX: BREFX (15 years) vs VRTPX (8 years). BREFX (1.31) is less costly to investors than VRTPX (0.08). BREFX is a more actively managed with annual turnover of: 77.00 vs. VRTPX (4.00). BREFX has a lower initial minimum investment than VRTPX: BREFX (2000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 8.90 vs. BREFX (3.97). VRTPX (43.13) and BREFX (42.35) have equivalent 5 years return.
| BREFX | VRTPX | BREFX / VRTPX | |
| Total Expense Ratio | 1.31 | 0.08 | 1,638% |
| Annual Report Gross Expense Ratio | 1.31 | 0.08 | 1,638% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | -7.380 | -0.956 | 772% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 9.32B | 22% |
| Annual Yield % from dividends | 0.18 | 4.01 | 4% |
| Returns for 1 year | 3.97 | 8.90 | 45% |
| Returns for 3 years | 18.09 | 2.62 | 690% |
| Returns for 5 years | 42.35 | 43.13 | 98% |
| Returns for 10 years | 34.06 | N/A | - |
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