BREFX
Price
$38.70
Change
+$0.21 (+0.55%)
Updated
Jul 3 closing price
Net Assets
2.06B
VRTPX
Price
$21.66
Change
+$0.04 (+0.19%)
Updated
Jul 3 closing price
Net Assets
9.42B
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BREFX vs VRTPX

Header iconBREFX vs VRTPX Comparison
Open Charts BREFX vs VRTPXBanner chart's image
Baron Real Estate Retail
Price$38.70
Change+$0.21 (+0.55%)
VolumeN/A
Net Assets2.06B
Vanguard Real Estate II Index
Price$21.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.42B
BREFX vs VRTPX Comparison Chart in %
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BREFX vs. VRTPX commentary
Jul 07, 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 BREFX is a Buy and VRTPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. BREFX (2.06B). VRTPX pays higher dividends than BREFX: VRTPX (3.80) vs BREFX (0.17). BREFX was incepted earlier than VRTPX: BREFX (16 years) vs VRTPX (8 years). BREFX (1.31) is less costly to investors than VRTPX (0.08). BREFX is a more actively managed with annual turnover of: 77.00 vs. VRTPX (4.00). BREFX has a lower initial minimum investment than VRTPX: BREFX (2000) vs VRTPX (100000000). BREFX annual gain was more profitable for investors over the last year : 14.92 vs. VRTPX (12.26). BREFX return over 5 years is better than : 41.09 vs. VRTPX (35.67).
BREFXVRTPXBREFX / VRTPX
Total Expense Ratio1.310.081,638%
Annual Report Gross Expense Ratio1.310.081,638%
Fund Existence16 years8 years-
Gain YTD-0.4893.096-16%
Front LoadN/AN/A-
Min. Initial Investment20001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.06B9.42B22%
Annual Yield % from dividends0.173.804%
Returns for 1 year14.9212.26122%
Returns for 3 years33.619.70346%
Returns for 5 years41.0935.67115%
Returns for 10 years48.10N/A-
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