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BRIFX vs CSRIX
BRIFX vs CSRIX Comparison
Open Charts BRIFX vs CSRIX
Baron Real Estate Income Retail
Price$16.48
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets226.97M
Cohen & Steers Instl Realty Shares
Price$48.23
Change-$1.13 (-2.29%)
VolumeN/A
Net Assets8.24B
BRIFX vs CSRIX Comparison Chart
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BRIFX vs. CSRIX commentary
Apr 04, 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 BRIFX is a Buy and CSRIX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.24B vs. BRIFX (227M). CSRIX pays higher dividends than BRIFX: CSRIX (2.90) vs BRIFX (1.18). BRIFX was incepted earlier than CSRIX: BRIFX (7 years) vs CSRIX (25 years). BRIFX (1.32) is less costly to investors than CSRIX (0.76). BRIFX is a more actively managed with annual turnover of: 109.95 vs. CSRIX (32.00). BRIFX has a lower initial minimum investment than CSRIX: BRIFX (2000) vs CSRIX (1000000). BRIFX annual gain was more profitable for investors over the last year : 17.24 vs. CSRIX (14.01). BRIFX return over 5 years is better than : 92.78 vs. CSRIX (71.21).
| BRIFX | CSRIX | BRIFX / CSRIX | |
| Total Expense Ratio | 1.05 | 0.75 | 140% |
| Annual Report Gross Expense Ratio | 1.32 | 0.76 | 174% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | -0.810 | 3.731 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 8.24B | 3% |
| Annual Yield % from dividends | 1.18 | 2.90 | 41% |
| Returns for 1 year | 17.24 | 14.01 | 123% |
| Returns for 3 years | -2.27 | -3.97 | 57% |
| Returns for 5 years | 92.78 | 71.21 | 130% |
| Returns for 10 years | N/A | 25.68 | - |