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BRIIX vs VRTPX
BRIIX vs VRTPX Comparison
Open Charts BRIIX vs VRTPX
Baron Real Estate Income Institutional
Price$16.67
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets239.83M
Vanguard Real Estate II Index
Price$21.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.42B
BRIIX vs VRTPX Comparison Chart in %
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BRIIX 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 BRIIX is a Buy and VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. BRIIX (240M). VRTPX pays higher dividends than BRIIX: VRTPX (3.80) vs BRIIX (1.63). BRIIX was incepted earlier than VRTPX: BRIIX (8 years) vs VRTPX (8 years). BRIIX (0.90) is less costly to investors than VRTPX (0.08). BRIIX is a more actively managed with annual turnover of: 131.00 vs. VRTPX (4.00). BRIIX has a lower initial minimum investment than VRTPX: BRIIX (1000000) vs VRTPX (100000000). BRIIX annual gain was more profitable for investors over the last year : 17.95 vs. VRTPX (12.26). BRIIX return over 5 years is better than : 53.38 vs. VRTPX (35.67).
| BRIIX | VRTPX | BRIIX / VRTPX | |
| Total Expense Ratio | 0.80 | 0.08 | 1,000% |
| Annual Report Gross Expense Ratio | 0.90 | 0.08 | 1,125% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 0.295 | 3.096 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 9.42B | 3% |
| Annual Yield % from dividends | 1.63 | 3.80 | 43% |
| Returns for 1 year | 17.95 | 12.26 | 146% |
| Returns for 3 years | 21.53 | 9.70 | 222% |
| Returns for 5 years | 53.38 | 35.67 | 150% |
| Returns for 10 years | N/A | N/A | - |
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