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BREIX vs VGSIX
BREIX vs VGSIX Comparison
Open Charts BREIX vs VGSIX
Baron Real Estate Institutional
Price$38.33
Change+$0.28 (+0.74%)
VolumeN/A
Net Assets2.06B
Vanguard Real Estate Index Investor
Price$29.33
Change-$0.31 (-1.05%)
VolumeN/A
Net Assets63.57B
BREIX vs VGSIX Comparison Chart in %
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BREIX vs. VGSIX commentary
Jun 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. BREIX (2.06B). VGSIX pays higher dividends than BREIX: VGSIX (3.92) vs BREIX (0.43). 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). VGSIX annual gain was more profitable for investors over the last year : 11.29 vs. BREIX (9.98). BREIX return over 5 years is better than : 42.48 vs. VGSIX (39.36).
| 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 | -4.994 | 1.039 | -480% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 63.6B | 3% |
| Annual Yield % from dividends | 0.43 | 3.92 | 11% |
| Returns for 1 year | 9.98 | 11.29 | 88% |
| Returns for 3 years | 27.43 | 7.37 | 372% |
| Returns for 5 years | 42.48 | 39.36 | 108% |
| Returns for 10 years | 47.74 | 64.78 | 74% |
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