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BREIX vs VGSIX
BREIX vs VGSIX Comparison
Open Charts BREIX vs VGSIX
Baron Real Estate Institutional
Price$41.27
Change-$0.43 (-1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$30.92
Change-$0.16 (-0.51%)
VolumeN/A
CapitalizationN/A
BREIX vs VGSIX Comparison Chart
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BREIX vs. VGSIX commentary
Dec 19, 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 Hold and VGSIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.8B vs. BREIX (2.31B). 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 : 17.49 vs. VGSIX (9.98). BREIX return over 5 years is better than : 58.03 vs. VGSIX (21.15).
| 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 | 15.914 | 8.355 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 70.8B | 3% |
| Annual Yield % from dividends | 0.40 | 3.85 | 10% |
| Returns for 1 year | 17.49 | 9.98 | 175% |
| Returns for 3 years | 7.21 | -6.75 | -107% |
| Returns for 5 years | 58.03 | 21.15 | 274% |
| Returns for 10 years | 61.82 | 57.19 | 108% |