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BREIX vs VGSNX
BREIX vs VGSNX Comparison
Open Charts BREIX vs VGSNX
Baron Real Estate Institutional
Price$40.59
Change+$0.26 (+0.64%)
VolumeN/A
Net Assets2.15B
Vanguard Real Estate Index Institutional
Price$19.68
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets64.7B
BREIX vs VGSNX Comparison Chart
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BREIX vs. VGSNX commentary
Jan 19, 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: 64.7B vs. BREIX (2.16B). 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 : 17.26 vs. VGSNX (10.61). BREIX return over 5 years is better than : 49.00 vs. VGSNX (14.37).
| 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 | 1.348 | 0.665 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 64.7B | 3% |
| Annual Yield % from dividends | 0.40 | 4.01 | 10% |
| Returns for 1 year | 17.26 | 10.61 | 163% |
| Returns for 3 years | 7.19 | -6.70 | -107% |
| Returns for 5 years | 49.00 | 14.37 | 341% |
| Returns for 10 years | 59.30 | 44.92 | 132% |
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