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BRIUX vs VRTPX
BRIUX vs VRTPX Comparison
Open Charts BRIUX vs VRTPX
Baron Real Estate Income R6
Price$17.23
Change+$0.40 (+2.38%)
VolumeN/A
Net Assets260.52M
Vanguard Real Estate II Index
Price$21.59
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets9.62B
BRIUX vs VRTPX Comparison Chart in %
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BRIUX vs. VRTPX commentary
Feb 04, 2026
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 BRIUX is a Buy and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.62B vs. BRIUX (261M). VRTPX pays higher dividends than BRIUX: VRTPX (3.71) vs BRIUX (1.68). BRIUX was incepted earlier than VRTPX: BRIUX (8 years) vs VRTPX (8 years). BRIUX (0.90) is less costly to investors than VRTPX (0.08). BRIUX is a more actively managed with annual turnover of: 131.00 vs. VRTPX (4.00). BRIUX has a lower initial minimum investment than VRTPX: BRIUX (5000000) vs VRTPX (100000000). BRIUX annual gain was more profitable for investors over the last year : 4.03 vs. VRTPX (3.23). BRIUX return over 5 years is better than : 28.18 vs. VRTPX (22.64).
| BRIUX | VRTPX | BRIUX / 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 | 0.760 | 1.362 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 9.62B | 3% |
| Annual Yield % from dividends | 1.68 | 3.71 | 45% |
| Returns for 1 year | 4.03 | 3.23 | 125% |
| Returns for 3 years | 26.91 | 10.18 | 264% |
| Returns for 5 years | 28.18 | 22.64 | 124% |
| Returns for 10 years | N/A | N/A | - |
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