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BREFX vs VRTPX
BREFX vs VRTPX Comparison
Open Charts BREFX vs VRTPX
Baron Real Estate Retail
Price$38.90
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets2.13B
Vanguard Real Estate II Index
Price$21.64
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets9.48B
BREFX vs VRTPX Comparison Chart in %
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BREFX vs. VRTPX commentary
Jul 21, 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 Buy and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.48B vs. BREFX (2.13B). VRTPX pays higher dividends than BREFX: VRTPX (3.80) vs BREFX (0.17). BREFX was incepted earlier than VRTPX: BREFX (16 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). BREFX annual gain was more profitable for investors over the last year : 7.36 vs. VRTPX (5.12). VRTPX (37.90) and BREFX (36.65) 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 | 16 years | 8 years | - |
| Gain YTD | 0.026 | 3.001 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 9.48B | 22% |
| Annual Yield % from dividends | 0.17 | 3.80 | 4% |
| Returns for 1 year | 7.36 | 5.12 | 144% |
| Returns for 3 years | 30.91 | 8.72 | 354% |
| Returns for 5 years | 36.65 | 37.90 | 97% |
| Returns for 10 years | 47.85 | N/A | - |
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