BRIFX
Price
$16.46
Change
+$0.07 (+0.43%)
Updated
Jul 3 closing price
Net Assets
239.83M
VRTPX
Price
$21.66
Change
+$0.04 (+0.19%)
Updated
Jul 3 closing price
Net Assets
9.42B
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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$16.46
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.

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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).
BRIFXVRTPXBRIFX / VRTPX
Total Expense Ratio1.050.081,313%
Annual Report Gross Expense Ratio1.270.081,588%
Fund Existence8 years8 years-
Gain YTD0.1223.0964%
Front LoadN/AN/A-
Min. Initial Investment20001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets240M9.42B3%
Annual Yield % from dividends1.413.8037%
Returns for 1 year17.6912.26144%
Returns for 3 years20.649.70213%
Returns for 5 years51.4535.67144%
Returns for 10 yearsN/AN/A-
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