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BRIIX vs CREFX
BRIIX vs CREFX Comparison
Open Charts BRIIX vs CREFX
Baron Real Estate Income Institutional
Price$15.37
Change+$0.80 (+5.49%)
VolumeN/A
Net Assets229.83M
Cohen & Steers Real Estate Securities F
Price$16.63
Change+$0.90 (+5.72%)
VolumeN/A
Net Assets7.96B
BRIIX vs CREFX Comparison Chart
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BRIIX vs. CREFX commentary
Apr 11, 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 BRIIX is a Hold and CREFX is a Hold.
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 7.97B vs. BRIIX (230M). CREFX pays higher dividends than BRIIX: CREFX (2.80) vs BRIIX (1.39). BRIIX was incepted earlier than CREFX: BRIIX (7 years) vs CREFX (8 years). BRIIX (0.96) is less costly to investors than CREFX (0.75). BRIIX is a more actively managed with annual turnover of: 109.95 vs. CREFX (41.00). CREFX has a lower initial minimum investment than BRIIX: CREFX (0) vs BRIIX (1000000). BRIIX annual gain was more profitable for investors over the last year : 1.37 vs. CREFX (-0.96). BRIIX return over 5 years is better than : 46.13 vs. CREFX (21.66).
| BRIIX | CREFX | BRIIX / CREFX | |
| Total Expense Ratio | 0.80 | 0.75 | 107% |
| Annual Report Gross Expense Ratio | 0.96 | 0.75 | 128% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | -12.830 | -8.318 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 7.97B | 3% |
| Annual Yield % from dividends | 1.39 | 2.80 | 50% |
| Returns for 1 year | 1.37 | -0.96 | -142% |
| Returns for 3 years | -10.87 | -17.88 | 61% |
| Returns for 5 years | 46.13 | 21.66 | 213% |
| Returns for 10 years | N/A | N/A | - |
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