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BREIX vs VGSIX
BREIX vs VGSIX Comparison
Open Charts BREIX vs VGSIX
Baron Real Estate Institutional
Price$40.59
Change+$0.26 (+0.64%)
VolumeN/A
Net Assets2.15B
Vanguard Real Estate Index Investor
Price$29.82
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets64.7B
BREIX vs VGSIX Comparison Chart
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BREIX vs. VGSIX commentary
Jan 19, 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: 64.7B vs. BREIX (2.16B). 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). BREIX annual gain was more profitable for investors over the last year : 17.26 vs. VGSIX (10.40). BREIX return over 5 years is better than : 49.00 vs. VGSIX (13.46).
| 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 | 1.348 | 0.675 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 64.7B | 3% |
| Annual Yield % from dividends | 0.40 | 3.85 | 10% |
| Returns for 1 year | 17.26 | 10.40 | 166% |
| Returns for 3 years | 7.19 | -7.16 | -100% |
| Returns for 5 years | 49.00 | 13.46 | 364% |
| Returns for 10 years | 59.30 | 42.92 | 138% |
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