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BREIX vs VGSIX
BREIX vs VGSIX Comparison
Open Charts BREIX vs VGSIX
Baron Real Estate Institutional
Price$36.99
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets2.04B
Vanguard Real Estate Index Investor
Price$28.94
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets63.13B
BREIX vs VGSIX Comparison Chart
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BREIX vs. VGSIX commentary
May 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.1B vs. BREIX (2.04B). VGSIX pays higher dividends than BREIX: VGSIX (3.96) vs BREIX (0.44). BREIX was incepted earlier than VGSIX: BREIX (15 years) vs VGSIX (29 years). BREIX (1.05) is less costly to investors than VGSIX (0.27). BREIX is a more actively managed with annual turnover of: 77.00 vs. VGSIX (7.00). 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 : 10.70 vs. BREIX (5.43). BREIX return over 5 years is better than : 44.43 vs. VGSIX (42.09).
| BREIX | VGSIX | BREIX / VGSIX | |
| Total Expense Ratio | 1.05 | 0.27 | 389% |
| Annual Report Gross Expense Ratio | 1.05 | 0.27 | 389% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | -7.516 | -1.347 | 558% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 63.1B | 3% |
| Annual Yield % from dividends | 0.44 | 3.96 | 11% |
| Returns for 1 year | 5.43 | 10.70 | 51% |
| Returns for 3 years | 20.53 | 1.38 | 1,492% |
| Returns for 5 years | 44.43 | 42.09 | 106% |
| Returns for 10 years | 39.60 | 52.28 | 76% |
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