BREFX
Price
$40.62
Change
-$0.10 (-0.25%)
Updated
Aug 15 closing price
Net Assets
2.24B
VRTPX
Price
$21.56
Change
+$0.11 (+0.51%)
Updated
Aug 15 closing price
Net Assets
9.49B
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BREFX vs VRTPX

Header iconBREFX vs VRTPX Comparison
Open Charts BREFX vs VRTPXBanner chart's image
Baron Real Estate Retail
Price$40.62
Change-$0.10 (-0.25%)
VolumeN/A
Net Assets2.24B
Vanguard Real Estate II Index
Price$21.56
Change+$0.11 (+0.51%)
VolumeN/A
Net Assets9.49B
BREFX vs VRTPX Comparison Chart in %
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BREFX vs. VRTPX commentary
Aug 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 BREFX is a Buy and VRTPX is a Buy.

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FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.49B vs. BREFX (2.24B). VRTPX pays higher dividends than BREFX: VRTPX (3.79) vs BREFX (0.16). 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 : 11.83 vs. VRTPX (1.92). VRTPX return over 5 years is better than : 33.25 vs. BREFX (30.94).
BREFXVRTPXBREFX / VRTPX
Total Expense Ratio1.310.081,638%
Annual Report Gross Expense Ratio1.310.081,638%
Fund Existence16 years8 years-
Gain YTD4.4482.620170%
Front LoadN/AN/A-
Min. Initial Investment20001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.24B9.49B24%
Annual Yield % from dividends0.163.794%
Returns for 1 year11.831.92618%
Returns for 3 years24.88-0.47-5,333%
Returns for 5 years30.9433.2593%
Returns for 10 years54.63N/A-
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