Ad is loading...
BREIX vs VGSNX
BREIX vs VGSNX Comparison
Open Charts BREIX vs VGSNX
Baron Real Estate Institutional
Price$40.56
Change-$1.17 (-2.80%)
VolumeN/A
Net Assets2.25B
Vanguard Real Estate Index Institutional
Price$20.10
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets65.71B
BREIX vs VGSNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BREIX vs. VGSNX commentary
Feb 23, 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 Hold and VGSNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. BREIX (2.25B). 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). VGSNX (12.25) and BREIX (11.98) have marching annual gain over last year. BREIX return over 5 years is better than : 43.02 vs. VGSNX (11.08).
| 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 | 1.273 | 2.813 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 65.7B | 3% |
| Annual Yield % from dividends | 0.40 | 4.01 | 10% |
| Returns for 1 year | 11.98 | 12.25 | 98% |
| Returns for 3 years | 9.90 | 1.57 | 629% |
| Returns for 5 years | 43.02 | 11.08 | 388% |
| Returns for 10 years | 53.38 | 53.50 | 100% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BLRAX | 11.33 | -0.09 | -0.79% |
| Brookfield Global Listed Real Estate A | |||
| JBAVX | 29.30 | -0.29 | -0.98% |
| JHancock Balanced R5 | |||
| TBWIX | 19.47 | -0.26 | -1.32% |
| Thornburg Better World International I | |||
| MDEGX | 14.24 | -0.22 | -1.52% |
| BlackRock Unconstrained Equity Inv A | |||
| RYRCX | 42.68 | -0.70 | -1.61% |
| Rydex Retailing C | |||