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BREIX vs VGSNX
BREIX vs VGSNX Comparison
Open Charts BREIX vs VGSNX
Baron Real Estate Institutional
Price$41.27
Change-$0.43 (-1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Institutional
Price$20.41
Change-$0.11 (-0.54%)
VolumeN/A
CapitalizationN/A
BREIX vs VGSNX Comparison Chart
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BREIX vs. VGSNX 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 VGSNX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 70.8B vs. BREIX (2.31B). 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 : 17.49 vs. VGSNX (10.18). BREIX return over 5 years is better than : 58.03 vs. VGSNX (22.11).
| 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 | 15.914 | 8.510 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 70.8B | 3% |
| Annual Yield % from dividends | 0.40 | 4.01 | 10% |
| Returns for 1 year | 17.49 | 10.18 | 172% |
| Returns for 3 years | 7.21 | -6.30 | -114% |
| Returns for 5 years | 58.03 | 22.11 | 262% |
| Returns for 10 years | 61.82 | 59.32 | 104% |
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