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BRIFX vs VRTPX
BRIFX vs VRTPX Comparison
Open Charts BRIFX vs VRTPX
Baron Real Estate Income Retail
Price$16.46
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets239.83M
Vanguard Real Estate II Index
Price$21.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.42B
BRIFX vs VRTPX Comparison Chart in %
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BRIFX 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 BRIFX is a Buy and VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. BRIFX (240M). VRTPX pays higher dividends than BRIFX: VRTPX (3.80) vs BRIFX (1.41). BRIFX was incepted earlier than VRTPX: BRIFX (8 years) vs VRTPX (8 years). BRIFX (1.27) is less costly to investors than VRTPX (0.08). BRIFX is a more actively managed with annual turnover of: 131.00 vs. VRTPX (4.00). BRIFX has a lower initial minimum investment than VRTPX: BRIFX (2000) vs VRTPX (100000000). BRIFX annual gain was more profitable for investors over the last year : 17.69 vs. VRTPX (12.26). BRIFX return over 5 years is better than : 51.45 vs. VRTPX (35.67).
| BRIFX | VRTPX | BRIFX / VRTPX | |
| Total Expense Ratio | 1.05 | 0.08 | 1,313% |
| Annual Report Gross Expense Ratio | 1.27 | 0.08 | 1,588% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 0.122 | 3.096 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 9.42B | 3% |
| Annual Yield % from dividends | 1.41 | 3.80 | 37% |
| Returns for 1 year | 17.69 | 12.26 | 144% |
| Returns for 3 years | 20.64 | 9.70 | 213% |
| Returns for 5 years | 51.45 | 35.67 | 144% |
| Returns for 10 years | N/A | N/A | - |
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