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BREFX vs VRTPX
BREFX vs VRTPX Comparison
Open Charts BREFX vs VRTPX
Baron Real Estate Retail
Price$36.63
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets2.06B
Vanguard Real Estate II Index
Price$21.61
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets9.42B
BREFX vs VRTPX Comparison Chart in %
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BREFX vs. VRTPX commentary
Jun 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 Hold and VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. BREFX (2.06B). VRTPX pays higher dividends than BREFX: VRTPX (3.97) vs BREFX (0.17). 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 : 11.78 vs. BREFX (7.60). VRTPX return over 5 years is better than : 35.24 vs. BREFX (33.13).
| 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 | -5.966 | 1.920 | -311% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 9.42B | 22% |
| Annual Yield % from dividends | 0.17 | 3.97 | 4% |
| Returns for 1 year | 7.60 | 11.78 | 65% |
| Returns for 3 years | 31.37 | 13.87 | 226% |
| Returns for 5 years | 33.13 | 35.24 | 94% |
| Returns for 10 years | 37.08 | N/A | - |
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