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BRIUX vs VRTPX
BRIUX vs VRTPX Comparison
Open Charts BRIUX vs VRTPX
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.
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).
| 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 | 0.236 | 3.096 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| 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 | 17.98 | 12.26 | 147% |
| Returns for 3 years | 21.56 | 9.70 | 222% |
| Returns for 5 years | 53.34 | 35.67 | 150% |
| Returns for 10 years | N/A | N/A | - |
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