BREIX
Price
$40.86
Change
+$0.19 (+0.47%)
Updated
Oct 17 closing price
Net Assets
2.3B
CREFX
Price
$17.84
Change
+$0.09 (+0.51%)
Updated
Oct 17 closing price
Net Assets
8.35B
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BREIX vs CREFX

Header iconBREIX vs CREFX Comparison
Open Charts BREIX vs CREFXBanner chart's image
Baron Real Estate Institutional
Price$40.86
Change+$0.19 (+0.47%)
VolumeN/A
Net Assets2.3B
Cohen & Steers Real Estate Securities F
Price$17.84
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets8.35B
BREIX vs CREFX Comparison Chart in %
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BREIX vs. CREFX commentary
Oct 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 BREIX is a Hold and CREFX is a Hold.

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FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 8.35B vs. BREIX (2.3B). CREFX pays higher dividends than BREIX: CREFX (2.83) vs BREIX (0.24). BREIX was incepted earlier than CREFX: BREIX (16 years) vs CREFX (9 years). BREIX (1.05) is less costly to investors than CREFX (0.75). BREIX is a more actively managed with annual turnover of: 77.00 vs. CREFX (35.00). CREFX has a lower initial minimum investment than BREIX: CREFX (0) vs BREIX (1000000). BREIX annual gain was more profitable for investors over the last year : -2.46 vs. CREFX (-3.27). CREFX return over 5 years is better than : 34.87 vs. BREIX (23.55).
BREIXCREFXBREIX / CREFX
Total Expense Ratio1.050.75140%
Annual Report Gross Expense Ratio1.050.75140%
Fund Existence16 years9 years-
Gain YTD2.0175.68835%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.3B8.35B27%
Annual Yield % from dividends0.242.838%
Returns for 1 year-2.46-3.2775%
Returns for 3 years49.0131.18157%
Returns for 5 years23.5534.8768%
Returns for 10 years63.18N/A-
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