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BREIX vs VGSNX
BREIX vs VGSNX Comparison
Open Charts BREIX vs VGSNX
Baron Real Estate Institutional
Price$36.24
Change+$0.52 (+1.46%)
VolumeN/A
Net Assets2.06B
Vanguard Real Estate Index Institutional
Price$19.11
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets65.66B
BREIX vs VGSNX Comparison Chart
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BREIX vs. VGSNX commentary
Apr 25, 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: 65.7B vs. BREIX (2.06B). VGSNX pays higher dividends than BREIX: VGSNX (4.03) vs BREIX (0.43). BREIX was incepted earlier than VGSNX: BREIX (15 years) vs VGSNX (21 years). BREIX (1.06) is less costly to investors than VGSNX (0.11). 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 annual gain was more profitable for investors over the last year : 12.27 vs. BREIX (0.61). BREIX return over 5 years is better than : 57.27 vs. VGSNX (44.65).
| BREIX | VGSNX | BREIX / VGSNX | |
| Total Expense Ratio | 1.06 | 0.11 | 964% |
| Annual Report Gross Expense Ratio | 1.06 | 0.11 | 964% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | -10.811 | -1.519 | 712% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 65.7B | 3% |
| Annual Yield % from dividends | 0.43 | 4.03 | 11% |
| Returns for 1 year | 0.61 | 12.27 | 5% |
| Returns for 3 years | 0.96 | -10.17 | -9% |
| Returns for 5 years | 57.27 | 44.65 | 128% |
| Returns for 10 years | 33.10 | 48.31 | 69% |
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