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BREIX vs CSZIX
BREIX vs CSZIX Comparison
Open Charts BREIX vs CSZIX
Baron Real Estate Institutional
Price$39.53
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets2.23B
Cohen & Steers Real Estate Securities Z
Price$17.56
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets8.18B
BREIX vs CSZIX Comparison Chart in %
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BREIX vs. CSZIX commentary
Nov 20, 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 CSZIX is a Hold.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 8.18B vs. BREIX (2.23B). CSZIX pays higher dividends than BREIX: CSZIX (2.90) vs BREIX (0.24). BREIX was incepted earlier than CSZIX: BREIX (16 years) vs CSZIX (11 years). BREIX (1.05) is less costly to investors than CSZIX (0.75). BREIX is a more actively managed with annual turnover of: 77.00 vs. CSZIX (35.00). CSZIX has a lower initial minimum investment than BREIX: CSZIX (0) vs BREIX (1000000). CSZIX annual gain was more profitable for investors over the last year : -1.89 vs. BREIX (-4.81). CSZIX return over 5 years is better than : 26.15 vs. BREIX (14.30).
| BREIX | CSZIX | BREIX / CSZIX | |
| Total Expense Ratio | 1.05 | 0.75 | 140% |
| Annual Report Gross Expense Ratio | 1.05 | 0.75 | 140% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | -1.293 | 4.029 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 8.18B | 27% |
| Annual Yield % from dividends | 0.24 | 2.90 | 8% |
| Returns for 1 year | -4.81 | -1.89 | 254% |
| Returns for 3 years | 35.36 | 20.27 | 174% |
| Returns for 5 years | 14.30 | 26.15 | 55% |
| Returns for 10 years | 57.21 | 59.86 | 96% |
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