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BREIX vs VRTPX
BREIX vs VRTPX Comparison
Open Charts BREIX vs VRTPX
Baron Real Estate Institutional
Price$43.47
Change+$0.41 (+0.95%)
VolumeN/A
Net Assets2.24B
Vanguard Real Estate II Index
Price$22.00
Change+$0.17 (+0.78%)
VolumeN/A
Net Assets9.82B
BREIX vs VRTPX Comparison Chart in %
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BREIX vs. VRTPX commentary
Sep 06, 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 StrongBuy and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.82B vs. BREIX (2.24B). VRTPX pays higher dividends than BREIX: VRTPX (3.67) vs BREIX (0.37). 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). BREIX annual gain was more profitable for investors over the last year : 12.16 vs. VRTPX (-0.01). BREIX (36.26) and VRTPX (34.60) have equivalent 5 years return.
| 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 | 7.516 | 4.715 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 9.82B | 23% |
| Annual Yield % from dividends | 0.37 | 3.67 | 10% |
| Returns for 1 year | 12.16 | -0.01 | -91,102% |
| Returns for 3 years | 42.70 | 11.52 | 371% |
| Returns for 5 years | 36.26 | 34.60 | 105% |
| Returns for 10 years | 74.52 | N/A | - |
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