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BREFX vs VRTPX
BREFX vs VRTPX Comparison
Open Charts BREFX vs VRTPX
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.
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).
| BREFX | VRTPX | BREFX / VRTPX | |
| Total Expense Ratio | 1.31 | 0.08 | 1,638% |
| Annual Report Gross Expense Ratio | 1.31 | 0.08 | 1,638% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | -0.489 | 3.096 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 9.42B | 22% |
| Annual Yield % from dividends | 0.17 | 3.80 | 4% |
| Returns for 1 year | 14.92 | 12.26 | 122% |
| Returns for 3 years | 33.61 | 9.70 | 346% |
| Returns for 5 years | 41.09 | 35.67 | 115% |
| Returns for 10 years | 48.10 | N/A | - |
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