BREIX
Price
$41.47
Change
+$0.35 (+0.85%)
Updated
Jul 25 closing price
Net Assets
2.13B
VRTPX
Price
$22.07
Change
+$0.01 (+0.05%)
Updated
Jul 25 closing price
Net Assets
9.48B
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BREIX vs VRTPX

Header iconBREIX vs VRTPX Comparison
Open Charts BREIX vs VRTPXBanner chart's image
Baron Real Estate Institutional
Price$41.47
Change+$0.35 (+0.85%)
VolumeN/A
Net Assets2.13B
Vanguard Real Estate II Index
Price$22.07
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets9.48B
BREIX vs VRTPX Comparison Chart in %
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BREIX vs. VRTPX commentary
Jul 27, 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 Buy and VRTPX is a Buy.

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FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.48B vs. BREIX (2.13B). VRTPX pays higher dividends than BREIX: VRTPX (3.80) vs BREIX (0.41). BREIX was incepted earlier than VRTPX: BREIX (16 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). BREIX annual gain was more profitable for investors over the last year : 11.85 vs. VRTPX (8.32). BREIX (43.52) and VRTPX (41.61) have equivalent 5 years return.
BREIXVRTPXBREIX / VRTPX
Total Expense Ratio1.050.081,313%
Annual Report Gross Expense Ratio1.050.081,313%
Fund Existence16 years8 years-
Gain YTD3.5465.04870%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets2.13B9.48B22%
Annual Yield % from dividends0.413.8011%
Returns for 1 year11.858.32142%
Returns for 3 years35.739.47377%
Returns for 5 years43.5241.61105%
Returns for 10 years60.34N/A-
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