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BREIX vs VRTPX
BREIX vs VRTPX Comparison
Open Charts BREIX vs VRTPX
Baron Real Estate Institutional
Price$41.90
Change-$0.11 (-0.26%)
VolumeN/A
Net Assets2.24B
Vanguard Real Estate II Index
Price$21.56
Change+$0.11 (+0.51%)
VolumeN/A
Net Assets9.49B
BREIX vs VRTPX Comparison Chart in %
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BREIX vs. VRTPX commentary
Aug 18, 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.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.49B vs. BREIX (2.24B). VRTPX pays higher dividends than BREIX: VRTPX (3.79) vs BREIX (0.39). 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 : 12.11 vs. VRTPX (1.92). VRTPX (33.25) and BREIX (33.22) have equivalent 5 years return.
| BREIX | VRTPX | BREIX / VRTPX | |
| Total Expense Ratio | 1.05 | 0.08 | 1,313% |
| Annual Report Gross Expense Ratio | 1.05 | 0.08 | 1,313% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 4.619 | 2.620 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 9.49B | 24% |
| Annual Yield % from dividends | 0.39 | 3.79 | 10% |
| Returns for 1 year | 12.11 | 1.92 | 632% |
| Returns for 3 years | 25.94 | -0.47 | -5,561% |
| Returns for 5 years | 33.22 | 33.25 | 100% |
| Returns for 10 years | 60.12 | N/A | - |
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