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BREIX vs VRTPX
BREIX vs VRTPX Comparison
Open Charts BREIX vs VRTPX
Baron Real Estate Institutional
Price$38.33
Change+$0.28 (+0.74%)
VolumeN/A
Net Assets2.06B
Vanguard Real Estate II Index
Price$21.22
Change-$0.23 (-1.07%)
VolumeN/A
Net Assets9.42B
BREIX vs VRTPX Comparison Chart in %
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BREIX vs. VRTPX commentary
Jun 28, 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 BREIX is a Buy and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. BREIX (2.06B). VRTPX pays higher dividends than BREIX: VRTPX (3.97) vs BREIX (0.43). BREIX was incepted earlier than VRTPX: BREIX (16 years) vs VRTPX (8 years). BREIX (1.05) is less costly to investors than VRTPX (0.08). BREIX is a more actively managed with annual turnover of: 77.00 vs. VRTPX (4.00). BREIX has a lower initial minimum investment than VRTPX: BREIX (1000000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 11.46 vs. BREIX (9.98). BREIX return over 5 years is better than : 42.48 vs. VRTPX (39.94).
| BREIX | VRTPX | BREIX / VRTPX | |
| Total Expense Ratio | 1.05 | 0.08 | 1,313% |
| Annual Report Gross Expense Ratio | 1.05 | 0.08 | 1,313% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | -4.994 | 1.118 | -447% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 9.42B | 22% |
| Annual Yield % from dividends | 0.43 | 3.97 | 11% |
| Returns for 1 year | 9.98 | 11.46 | 87% |
| Returns for 3 years | 27.43 | 7.40 | 371% |
| Returns for 5 years | 42.48 | 39.94 | 106% |
| Returns for 10 years | 47.74 | N/A | - |
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