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BREIX vs VRTPX
BREIX vs VRTPX Comparison
Open Charts BREIX vs VRTPX
Baron Real Estate Institutional
Price$40.56
Change-$1.17 (-2.80%)
VolumeN/A
Net Assets2.25B
Vanguard Real Estate II Index
Price$22.02
Change-$0.21 (-0.94%)
VolumeN/A
Net Assets9.45B
BREIX vs VRTPX Comparison Chart
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BREIX vs. VRTPX commentary
Feb 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 BREIX is a Hold and VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.45B vs. BREIX (2.25B). VRTPX pays higher dividends than BREIX: VRTPX (3.98) vs BREIX (0.40). BREIX was incepted earlier than VRTPX: BREIX (15 years) vs VRTPX (7 years). BREIX is a more actively managed with annual turnover of: 57.86 vs. VRTPX (6.00). BREIX has a lower initial minimum investment than VRTPX: BREIX (1000000) vs VRTPX (100000000). VRTPX (12.28) and BREIX (11.98) have marching annual gain over last year. BREIX return over 5 years is better than : 43.02 vs. VRTPX (10.65).
| BREIX | VRTPX | BREIX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 1.273 | 2.801 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 9.45B | 24% |
| Annual Yield % from dividends | 0.40 | 3.98 | 10% |
| Returns for 1 year | 11.98 | 12.28 | 98% |
| Returns for 3 years | 9.90 | 1.12 | 881% |
| Returns for 5 years | 43.02 | 10.65 | 404% |
| Returns for 10 years | 53.38 | N/A | - |
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