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BREIX vs VGSIX
BREIX vs VGSIX Comparison
Open Charts BREIX vs VGSIX
Baron Real Estate Institutional
Price$41.31
Change-$0.36 (-0.86%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$31.17
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
BREIX vs VGSIX Comparison Chart
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BREIX vs. VGSIX commentary
Nov 18, 2024
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: 68.9B vs. BREIX (2.15B). 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 : 30.82 vs. VGSIX (23.30). BREIX return over 5 years is better than : 44.20 vs. VGSIX (21.30).
| 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 | 15.719 | 9.231 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 68.9B | 3% |
| Annual Yield % from dividends | 0.40 | 3.85 | 10% |
| Returns for 1 year | 30.82 | 23.30 | 132% |
| Returns for 3 years | -2.35 | -4.16 | 56% |
| Returns for 5 years | 44.20 | 21.30 | 207% |
| Returns for 10 years | 65.18 | 63.63 | 102% |
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