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BREIX vs VGSIX
BREIX vs VGSIX Comparison
Open Charts BREIX vs VGSIX
Baron Real Estate Institutional
Price$36.24
Change+$0.52 (+1.46%)
VolumeN/A
Net Assets2.06B
Vanguard Real Estate Index Investor
Price$28.96
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets65.66B
BREIX vs VGSIX Comparison Chart
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BREIX vs. VGSIX commentary
Apr 25, 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 Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. BREIX (2.06B). VGSIX pays higher dividends than BREIX: VGSIX (3.87) vs BREIX (0.43). BREIX was incepted earlier than VGSIX: BREIX (15 years) vs VGSIX (29 years). BREIX (1.06) is less costly to investors than VGSIX (0.27). BREIX is a more actively managed with annual turnover of: 57.86 vs. VGSIX (9.00). VGSIX has a lower initial minimum investment than BREIX: VGSIX (3000) vs BREIX (1000000). VGSIX annual gain was more profitable for investors over the last year : 12.08 vs. BREIX (0.61). BREIX return over 5 years is better than : 57.27 vs. VGSIX (43.45).
| BREIX | VGSIX | BREIX / VGSIX | |
| Total Expense Ratio | 1.06 | 0.27 | 393% |
| Annual Report Gross Expense Ratio | 1.06 | 0.27 | 393% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | -10.811 | -1.585 | 682% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 65.7B | 3% |
| Annual Yield % from dividends | 0.43 | 3.87 | 11% |
| Returns for 1 year | 0.61 | 12.08 | 5% |
| Returns for 3 years | 0.96 | -10.63 | -9% |
| Returns for 5 years | 57.27 | 43.45 | 132% |
| Returns for 10 years | 33.10 | 46.20 | 72% |
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