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BRIUX vs VRTPX
BRIUX vs VRTPX Comparison
Open Charts BRIUX vs VRTPX
Baron Real Estate Income R6
Price$16.91
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets260.29M
Vanguard Real Estate II Index
Price$21.60
Change-$0.11 (-0.51%)
VolumeN/A
Net Assets9.84B
BRIUX vs VRTPX Comparison Chart in %
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BRIUX vs. VRTPX commentary
Oct 09, 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 BRIUX is a Hold and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.84B vs. BRIUX (260M). VRTPX pays higher dividends than BRIUX: VRTPX (3.71) vs BRIUX (1.69). BRIUX was incepted earlier than VRTPX: BRIUX (8 years) vs VRTPX (8 years). BRIUX (0.90) is less costly to investors than VRTPX (0.08). BRIUX is a more actively managed with annual turnover of: 131.00 vs. VRTPX (4.00). BRIUX has a lower initial minimum investment than VRTPX: BRIUX (5000000) vs VRTPX (100000000). BRIUX annual gain was more profitable for investors over the last year : 5.45 vs. VRTPX (-1.16). BRIUX return over 5 years is better than : 41.64 vs. VRTPX (30.60).
| BRIUX | VRTPX | BRIUX / VRTPX | |
| Total Expense Ratio | 0.80 | 0.08 | 1,000% |
| Annual Report Gross Expense Ratio | 0.90 | 0.08 | 1,125% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 2.256 | 3.715 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 9.84B | 3% |
| Annual Yield % from dividends | 1.69 | 3.71 | 45% |
| Returns for 1 year | 5.45 | -1.16 | -469% |
| Returns for 3 years | 45.48 | 30.85 | 147% |
| Returns for 5 years | 41.64 | 30.60 | 136% |
| Returns for 10 years | N/A | N/A | - |
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