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BREIX vs VGSIX
BREIX vs VGSIX Comparison
Open Charts BREIX vs VGSIX
Baron Real Estate Institutional
Price$41.33
Change+$0.12 (+0.29%)
VolumeN/A
Net Assets2.13B
Vanguard Real Estate Index Investor
Price$29.83
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets63.72B
BREIX vs VGSIX Comparison Chart in %
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BREIX vs. VGSIX commentary
Aug 08, 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: 63.7B vs. BREIX (2.13B). VGSIX pays higher dividends than BREIX: VGSIX (3.74) vs BREIX (0.39). BREIX was incepted earlier than VGSIX: BREIX (16 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 (0) vs BREIX (1000000). BREIX annual gain was more profitable for investors over the last year : 14.22 vs. VGSIX (3.46). BREIX return over 5 years is better than : 32.78 vs. VGSIX (30.51).
| BREIX | VGSIX | BREIX / VGSIX | |
| Total Expense Ratio | 1.05 | 0.27 | 389% |
| Annual Report Gross Expense Ratio | 1.05 | 0.27 | 389% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 2.896 | 2.408 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 63.7B | 3% |
| Annual Yield % from dividends | 0.39 | 3.74 | 10% |
| Returns for 1 year | 14.22 | 3.46 | 411% |
| Returns for 3 years | 28.15 | 3.06 | 921% |
| Returns for 5 years | 32.78 | 30.51 | 107% |
| Returns for 10 years | 58.26 | 58.94 | 99% |
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