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BREIX vs VRTPX
BREIX vs VRTPX Comparison
Open Charts BREIX vs VRTPX
Baron Real Estate Institutional
Price$37.68
Change-$0.73 (-1.90%)
VolumeN/A
Net Assets2.06B
Vanguard Real Estate II Index
Price$21.61
Change-$0.21 (-0.96%)
VolumeN/A
Net Assets9.42B
BREIX vs VRTPX Comparison Chart
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BREIX vs. VRTPX commentary
Jun 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 Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. BREIX (2.06B). VRTPX pays higher dividends than BREIX: VRTPX (3.97) vs BREIX (0.43). BREIX was incepted earlier than VRTPX: BREIX (15 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 : 11.40 vs. BREIX (8.80). BREIX return over 5 years is better than : 41.62 vs. VRTPX (34.30).
| 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 | 15 years | 8 years | - |
| Gain YTD | -4.095 | 1.873 | -219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 9.42B | 22% |
| Annual Yield % from dividends | 0.43 | 3.97 | 11% |
| Returns for 1 year | 8.80 | 11.40 | 77% |
| Returns for 3 years | 32.92 | 16.03 | 205% |
| Returns for 5 years | 41.62 | 34.30 | 121% |
| Returns for 10 years | 46.56 | N/A | - |
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