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BREIX vs VRTPX
BREIX vs VRTPX Comparison
Open Charts BREIX vs VRTPX
Baron Real Estate Institutional
Price$41.33
Change+$0.12 (+0.29%)
VolumeN/A
Net Assets2.13B
Vanguard Real Estate II Index
Price$21.59
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets9.49B
BREIX vs VRTPX Comparison Chart in %
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BREIX vs. VRTPX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.49B vs. BREIX (2.13B). VRTPX pays higher dividends than BREIX: VRTPX (3.79) vs BREIX (0.39). 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 : 14.22 vs. VRTPX (3.66). BREIX return over 5 years is better than : 32.78 vs. VRTPX (31.06).
| 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 | 2.896 | 2.525 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 9.49B | 22% |
| Annual Yield % from dividends | 0.39 | 3.79 | 10% |
| Returns for 1 year | 14.22 | 3.66 | 388% |
| Returns for 3 years | 28.15 | 3.10 | 909% |
| Returns for 5 years | 32.78 | 31.06 | 106% |
| Returns for 10 years | 58.26 | N/A | - |
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