BREIX
Price
$39.91
Change
+$0.22 (+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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BREIX vs VRTPX

Header iconBREIX vs VRTPX Comparison
Open Charts BREIX vs VRTPXBanner chart's image
Baron Real Estate Institutional
Price$39.91
Change+$0.22 (+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
BREIX vs VRTPX Comparison Chart in %
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BREIX 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 BREIX is a Buy and VRTPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. BREIX (2.06B). 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 : 15.23 vs. VRTPX (12.26). BREIX return over 5 years is better than : 43.53 vs. VRTPX (35.67).
BREIXVRTPXBREIX / VRTPX
Total Expense Ratio1.050.081,313%
Annual Report Gross Expense Ratio1.050.081,313%
Fund Existence16 years8 years-
Gain YTD-0.3503.096-11%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets2.06B9.42B22%
Annual Yield % from dividends0.413.8011%
Returns for 1 year15.2312.26124%
Returns for 3 years34.749.70358%
Returns for 5 years43.5335.67122%
Returns for 10 years53.38N/A-
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