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BREIX vs VGSNX
BREIX vs VGSNX Comparison
Open Charts BREIX vs VGSNX
Baron Real Estate Institutional
Price$36.99
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets2.04B
Vanguard Real Estate Index Institutional
Price$19.10
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets63.13B
BREIX vs VGSNX Comparison Chart
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BREIX vs. VGSNX commentary
May 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.1B vs. BREIX (2.04B). VGSNX pays higher dividends than BREIX: VGSNX (4.13) vs BREIX (0.44). BREIX was incepted earlier than VGSNX: BREIX (15 years) vs VGSNX (21 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). VGSNX annual gain was more profitable for investors over the last year : 10.87 vs. BREIX (5.43). BREIX (44.43) and VGSNX (43.16) 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 | 15 years | 21 years | - |
| Gain YTD | -7.516 | -1.313 | 573% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 63.1B | 3% |
| Annual Yield % from dividends | 0.44 | 4.13 | 11% |
| Returns for 1 year | 5.43 | 10.87 | 50% |
| Returns for 3 years | 20.53 | 1.85 | 1,109% |
| Returns for 5 years | 44.43 | 43.16 | 103% |
| Returns for 10 years | 39.60 | 54.42 | 73% |
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