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BREIX vs VGSIX
BREIX vs VGSIX Comparison
Open Charts BREIX vs VGSIX
Baron Real Estate Institutional
Price$40.56
Change-$1.17 (-2.80%)
VolumeN/A
Net Assets2.25B
Vanguard Real Estate Index Investor
Price$30.45
Change-$0.29 (-0.94%)
VolumeN/A
Net Assets65.71B
BREIX vs VGSIX Comparison Chart
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BREIX vs. VGSIX commentary
Feb 23, 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 VGSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. BREIX (2.25B). VGSIX pays higher dividends than BREIX: VGSIX (3.85) vs BREIX (0.40). BREIX was incepted earlier than VGSIX: BREIX (15 years) vs VGSIX (29 years). 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 (12.09) and BREIX (11.98) have marching annual gain over last year. BREIX return over 5 years is better than : 43.02 vs. VGSIX (10.22).
| BREIX | VGSIX | BREIX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 1.273 | 2.802 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 65.7B | 3% |
| Annual Yield % from dividends | 0.40 | 3.85 | 10% |
| Returns for 1 year | 11.98 | 12.09 | 99% |
| Returns for 3 years | 9.90 | 1.12 | 886% |
| Returns for 5 years | 43.02 | 10.22 | 421% |
| Returns for 10 years | 53.38 | 51.35 | 104% |