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BRIFX vs VRTPX
BRIFX vs VRTPX Comparison
Open Charts BRIFX vs VRTPX
Baron Real Estate Income Retail
Price$16.78
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets242.3M
Vanguard Real Estate II Index
Price$22.00
Change+$0.17 (+0.78%)
VolumeN/A
Net Assets9.82B
BRIFX vs VRTPX Comparison Chart in %
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BRIFX vs. VRTPX commentary
Sep 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 StrongBuy and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.82B vs. BRIFX (242M). VRTPX pays higher dividends than BRIFX: VRTPX (3.67) vs BRIFX (1.35). 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 : 7.88 vs. VRTPX (-0.01). BRIFX return over 5 years is better than : 44.70 vs. VRTPX (34.60).
| 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 | 2.068 | 4.715 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 9.82B | 2% |
| Annual Yield % from dividends | 1.35 | 3.67 | 37% |
| Returns for 1 year | 7.88 | -0.01 | -59,050% |
| Returns for 3 years | 22.99 | 11.52 | 200% |
| Returns for 5 years | 44.70 | 34.60 | 129% |
| Returns for 10 years | N/A | N/A | - |
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