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BREFX vs VRTPX
BREFX vs VRTPX Comparison
Open Charts BREFX vs VRTPX
Baron Real Estate Retail
Price$38.86
Change-$0.86 (-2.17%)
VolumeN/A
Net Assets2.27B
Vanguard Real Estate II Index
Price$21.52
Change-$0.26 (-1.19%)
VolumeN/A
Net Assets9.6B
BREFX vs VRTPX Comparison Chart in %
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BREFX vs. VRTPX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.6B vs. BREFX (2.27B). VRTPX pays higher dividends than BREFX: VRTPX (3.81) vs BREFX (0.01). 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). VRTPX annual gain was more profitable for investors over the last year : 0.01 vs. BREFX (-2.11). VRTPX return over 5 years is better than : 27.92 vs. BREFX (17.67).
| 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 | 2.137 | 4.579 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 9.6B | 24% |
| Annual Yield % from dividends | 0.01 | 3.81 | 0% |
| Returns for 1 year | -2.11 | 0.01 | -15,177% |
| Returns for 3 years | 34.95 | 17.40 | 201% |
| Returns for 5 years | 17.67 | 27.92 | 63% |
| Returns for 10 years | 60.46 | N/A | - |
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