BRIUX
Price
$16.65
Change
+$0.07 (+0.42%)
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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BRIUX vs VRTPX

Header iconBRIUX vs VRTPX Comparison
Open Charts BRIUX vs VRTPXBanner chart's image
Baron Real Estate Income R6
Price$16.65
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
BRIUX vs VRTPX Comparison Chart in %
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BRIUX 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 BRIUX is a Buy and VRTPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. BRIUX (240M). VRTPX pays higher dividends than BRIUX: VRTPX (3.80) vs BRIUX (1.63). 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 : 17.98 vs. VRTPX (12.26). BRIUX return over 5 years is better than : 53.34 vs. VRTPX (35.67).
BRIUXVRTPXBRIUX / VRTPX
Total Expense Ratio0.800.081,000%
Annual Report Gross Expense Ratio0.900.081,125%
Fund Existence8 years8 years-
Gain YTD0.2363.0968%
Front LoadN/AN/A-
Min. Initial Investment50000001000000005%
Min. Initial Investment IRAN/AN/A-
Net Assets240M9.42B3%
Annual Yield % from dividends1.633.8043%
Returns for 1 year17.9812.26147%
Returns for 3 years21.569.70222%
Returns for 5 years53.3435.67150%
Returns for 10 yearsN/AN/A-
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