BRIUX
Price
$16.58
Change
+$0.03 (+0.18%)
Updated
Aug 15 closing price
Net Assets
242.3M
VRTPX
Price
$21.56
Change
+$0.11 (+0.51%)
Updated
Aug 15 closing price
Net Assets
9.49B
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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$16.58
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets242.3M
Vanguard Real Estate II Index
Price$21.56
Change+$0.11 (+0.51%)
VolumeN/A
Net Assets9.49B
BRIUX vs VRTPX Comparison Chart in %
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BRIUX vs. VRTPX commentary
Aug 18, 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 Buy.

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FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.49B vs. BRIUX (242M). VRTPX pays higher dividends than BRIUX: VRTPX (3.79) vs BRIUX (1.61). 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 : 10.69 vs. VRTPX (1.92). BRIUX return over 5 years is better than : 44.07 vs. VRTPX (33.25).
BRIUXVRTPXBRIUX / VRTPX
Total Expense Ratio0.800.081,000%
Annual Report Gross Expense Ratio0.900.081,125%
Fund Existence8 years8 years-
Gain YTD-0.1862.620-7%
Front LoadN/AN/A-
Min. Initial Investment50000001000000005%
Min. Initial Investment IRAN/AN/A-
Net Assets242M9.49B3%
Annual Yield % from dividends1.613.7943%
Returns for 1 year10.691.92558%
Returns for 3 years10.93-0.47-2,342%
Returns for 5 years44.0733.25133%
Returns for 10 yearsN/AN/A-
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