BREIX
Price
$36.24
Change
+$0.52 (+1.46%)
Updated
Apr 24 closing price
Net Assets
2.06B
VRTPX
Price
$20.95
Change
+$0.06 (+0.29%)
Updated
Apr 24 closing price
Net Assets
9.54B
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BREIX vs VRTPX

Header iconBREIX vs VRTPX Comparison
Open Charts BREIX vs VRTPXBanner chart's image
Baron Real Estate Institutional
Price$36.24
Change+$0.52 (+1.46%)
VolumeN/A
Net Assets2.06B
Vanguard Real Estate II Index
Price$20.95
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets9.54B
BREIX vs VRTPX Comparison Chart
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BREIX vs. VRTPX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.54B vs. BREIX (2.06B). VRTPX pays higher dividends than BREIX: VRTPX (3.92) vs BREIX (0.43). BREIX was incepted earlier than VRTPX: BREIX (15 years) vs VRTPX (8 years). BREIX (1.06) is less costly to investors than VRTPX (0.08). 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 annual gain was more profitable for investors over the last year : 12.31 vs. BREIX (0.61). BREIX return over 5 years is better than : 57.27 vs. VRTPX (44.01).
BREIXVRTPXBREIX / VRTPX
Total Expense Ratio1.060.081,325%
Annual Report Gross Expense Ratio1.060.081,325%
Fund Existence15 years8 years-
Gain YTD-10.811-1.522711%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets2.06B9.54B22%
Annual Yield % from dividends0.433.9211%
Returns for 1 year0.6112.315%
Returns for 3 years0.96-10.59-9%
Returns for 5 years57.2744.01130%
Returns for 10 years33.10N/A-
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