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BREIX vs VRTPX
BREIX vs VRTPX Comparison
Open Charts BREIX vs VRTPX
Baron Real Estate Institutional
Price$37.51
Change+$0.31 (+0.83%)
VolumeN/A
Net Assets2.04B
Vanguard Real Estate II Index
Price$21.46
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets9.32B
BREIX vs VRTPX Comparison Chart
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BREIX vs. VRTPX commentary
Jun 05, 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: 9.32B vs. BREIX (2.04B). VRTPX pays higher dividends than BREIX: VRTPX (3.97) vs BREIX (0.43). BREIX was incepted earlier than VRTPX: BREIX (15 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). VRTPX annual gain was more profitable for investors over the last year : 11.96 vs. BREIX (5.61). BREIX (33.03) and VRTPX (31.82) 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 | 15 years | 8 years | - |
| Gain YTD | -7.116 | 1.165 | -611% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 9.32B | 22% |
| Annual Yield % from dividends | 0.43 | 3.97 | 11% |
| Returns for 1 year | 5.61 | 11.96 | 47% |
| Returns for 3 years | 14.20 | 2.30 | 617% |
| Returns for 5 years | 33.03 | 31.82 | 104% |
| Returns for 10 years | 40.94 | N/A | - |
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