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BREIX vs VGSNX
BREIX vs VGSNX Comparison
Open Charts BREIX vs VGSNX
Baron Real Estate Institutional
Price$38.33
Change+$0.28 (+0.74%)
VolumeN/A
Net Assets2.06B
Vanguard Real Estate Index Institutional
Price$19.36
Change-$0.21 (-1.07%)
VolumeN/A
Net Assets63.57B
BREIX vs VGSNX Comparison Chart in %
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BREIX vs. VGSNX 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 VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.6B vs. BREIX (2.06B). VGSNX pays higher dividends than BREIX: VGSNX (4.08) vs BREIX (0.43). BREIX was incepted earlier than VGSNX: BREIX (16 years) vs VGSNX (22 years). BREIX (1.05) is less costly to investors than VGSNX (0.11). BREIX is a more actively managed with annual turnover of: 77.00 vs. VGSNX (7.00). BREIX has a lower initial minimum investment than VGSNX: BREIX (1000000) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 11.49 vs. BREIX (9.98). BREIX (42.48) and VGSNX (40.49) have equivalent 5 years return.
| BREIX | VGSNX | BREIX / VGSNX | |
| Total Expense Ratio | 1.05 | 0.11 | 955% |
| Annual Report Gross Expense Ratio | 1.05 | 0.11 | 955% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | -4.994 | 1.116 | -448% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 63.6B | 3% |
| Annual Yield % from dividends | 0.43 | 4.08 | 10% |
| Returns for 1 year | 9.98 | 11.49 | 87% |
| Returns for 3 years | 27.43 | 7.90 | 347% |
| Returns for 5 years | 42.48 | 40.49 | 105% |
| Returns for 10 years | 47.74 | 67.15 | 71% |
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