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BREIX vs VGSNX
BREIX vs VGSNX Comparison
Open Charts BREIX vs VGSNX
Baron Real Estate Institutional
Price$41.31
Change-$0.36 (-0.86%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Institutional
Price$20.58
Change+$0.03 (+0.15%)
VolumeN/A
CapitalizationN/A
BREIX vs VGSNX Comparison Chart
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BREIX vs. VGSNX 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 VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 68.9B vs. BREIX (2.15B). VGSNX pays higher dividends than BREIX: VGSNX (4.01) vs BREIX (0.40). BREIX was incepted earlier than VGSNX: BREIX (15 years) vs VGSNX (21 years). BREIX is a more actively managed with annual turnover of: 57.86 vs. VGSNX (9.00). BREIX has a lower initial minimum investment than VGSNX: BREIX (1000000) vs VGSNX (5000000). BREIX annual gain was more profitable for investors over the last year : 30.82 vs. VGSNX (23.50). BREIX return over 5 years is better than : 44.20 vs. VGSNX (22.30).
| BREIX | VGSNX | BREIX / VGSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 15.719 | 9.414 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 68.9B | 3% |
| Annual Yield % from dividends | 0.40 | 4.01 | 10% |
| Returns for 1 year | 30.82 | 23.50 | 131% |
| Returns for 3 years | -2.35 | -3.68 | 64% |
| Returns for 5 years | 44.20 | 22.30 | 198% |
| Returns for 10 years | 65.18 | 66.69 | 98% |