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BREIX vs VRTPX
BREIX vs VRTPX Comparison
Open Charts BREIX vs VRTPX
Baron Real Estate Institutional
Price$37.88
Change+$0.41 (+1.09%)
VolumeN/A
Net Assets2.22B
Vanguard Real Estate II Index
Price$21.91
Change+$0.12 (+0.55%)
VolumeN/A
Net Assets9.79B
BREIX vs VRTPX Comparison Chart
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BREIX vs. VRTPX commentary
Apr 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.79B vs. BREIX (2.23B). 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 : 13.11 vs. BREIX (0.20). BREIX return over 5 years is better than : 93.32 vs. VRTPX (70.10).
| BREIX | VRTPX | BREIX / VRTPX | |
| Total Expense Ratio | 1.06 | 0.08 | 1,325% |
| Annual Report Gross Expense Ratio | 1.06 | 0.08 | 1,325% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | -6.442 | 3.287 | -196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 9.79B | 23% |
| Annual Yield % from dividends | 0.43 | 3.92 | 11% |
| Returns for 1 year | 0.20 | 13.11 | 2% |
| Returns for 3 years | 1.99 | -7.07 | -28% |
| Returns for 5 years | 93.32 | 70.10 | 133% |
| Returns for 10 years | 38.76 | N/A | - |
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