BRIFX
Price
$16.86
Change
+$0.04 (+0.24%)
Updated
Jul 25 closing price
Net Assets
239.79M
VRTPX
Price
$22.07
Change
+$0.01 (+0.05%)
Updated
Jul 25 closing price
Net Assets
9.48B
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BRIFX vs VRTPX

Header iconBRIFX vs VRTPX Comparison
Open Charts BRIFX vs VRTPXBanner chart's image
Baron Real Estate Income Retail
Price$16.86
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets239.79M
Vanguard Real Estate II Index
Price$22.07
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets9.48B
BRIFX vs VRTPX Comparison Chart in %
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BRIFX vs. VRTPX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.48B 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 : 18.14 vs. VRTPX (8.32). BRIFX return over 5 years is better than : 56.34 vs. VRTPX (41.61).
BRIFXVRTPXBRIFX / VRTPX
Total Expense Ratio1.050.081,313%
Annual Report Gross Expense Ratio1.270.081,588%
Fund Existence8 years8 years-
Gain YTD2.5555.04851%
Front LoadN/AN/A-
Min. Initial Investment20001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets240M9.48B3%
Annual Yield % from dividends1.413.8037%
Returns for 1 year18.148.32218%
Returns for 3 years21.459.47226%
Returns for 5 years56.3441.61135%
Returns for 10 yearsN/AN/A-
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