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BREIX vs VRTPX
BREIX vs VRTPX Comparison
Open Charts BREIX vs VRTPX
Baron Real Estate Institutional
Price$41.02
Change-$0.12 (-0.29%)
VolumeN/A
Net Assets2.38B
Vanguard Real Estate II Index
Price$21.78
Change-$0.17 (-0.77%)
VolumeN/A
Net Assets9.6B
BREIX vs VRTPX Comparison Chart in %
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BREIX 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 BREIX is a Buy and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.6B vs. BREIX (2.38B). VRTPX pays higher dividends than BREIX: VRTPX (3.81) vs BREIX (0.24). 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). VRTPX annual gain was more profitable for investors over the last year : 0.01 vs. BREIX (-1.78). VRTPX return over 5 years is better than : 27.92 vs. BREIX (19.75).
| 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 | 2.434 | 4.579 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 9.6B | 25% |
| Annual Yield % from dividends | 0.24 | 3.81 | 6% |
| Returns for 1 year | -1.78 | 0.01 | -12,827% |
| Returns for 3 years | 36.09 | 17.40 | 207% |
| Returns for 5 years | 19.75 | 27.92 | 71% |
| Returns for 10 years | 66.27 | N/A | - |
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