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BREIX vs VGSNX
BREIX vs VGSNX Comparison
Open Charts BREIX vs VGSNX
Baron Real Estate Institutional
Price$41.33
Change+$0.12 (+0.29%)
VolumeN/A
Net Assets2.13B
Vanguard Real Estate Index Institutional
Price$19.69
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets63.72B
BREIX vs VGSNX Comparison Chart in %
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BREIX vs. VGSNX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.7B vs. BREIX (2.13B). VGSNX pays higher dividends than BREIX: VGSNX (3.91) vs BREIX (0.39). 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). BREIX annual gain was more profitable for investors over the last year : 14.22 vs. VGSNX (3.61). BREIX (32.78) and VGSNX (31.52) 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 | 2.896 | 2.479 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 63.7B | 3% |
| Annual Yield % from dividends | 0.39 | 3.91 | 10% |
| Returns for 1 year | 14.22 | 3.61 | 394% |
| Returns for 3 years | 28.15 | 3.52 | 800% |
| Returns for 5 years | 32.78 | 31.52 | 104% |
| Returns for 10 years | 58.26 | 61.23 | 95% |
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