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BREIX vs VGSIX
BREIX vs VGSIX Comparison
Open Charts BREIX vs VGSIX
Baron Real Estate Institutional
Price$37.88
Change+$0.41 (+1.09%)
VolumeN/A
Net Assets2.22B
Vanguard Real Estate Index Investor
Price$30.29
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets67.79B
BREIX vs VGSIX Comparison Chart
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BREIX vs. VGSIX commentary
Apr 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 67.8B vs. BREIX (2.23B). 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 : 12.28 vs. BREIX (0.20). BREIX return over 5 years is better than : 93.32 vs. VGSIX (68.47).
| 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 | -6.442 | 2.710 | -238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 67.8B | 3% |
| Annual Yield % from dividends | 0.43 | 3.87 | 11% |
| Returns for 1 year | 0.20 | 12.28 | 2% |
| Returns for 3 years | 1.99 | -7.59 | -26% |
| Returns for 5 years | 93.32 | 68.47 | 136% |
| Returns for 10 years | 38.76 | 48.36 | 80% |
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