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BRIIX vs VGSIX
BRIIX vs VGSIX Comparison
Open Charts BRIIX vs VGSIX
Baron Real Estate Income Institutional
Price$16.60
Change-$0.04 (-0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$32.50
Change-$0.12 (-0.37%)
VolumeN/A
CapitalizationN/A
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BRIIX vs VGSIX Comparison Chart
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BRIIX vs. VGSIX commentary
Sep 21, 2024
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 StrongBuy and VGSIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.5B vs. BRIIX (162M). VGSIX pays higher dividends than BRIIX: VGSIX (3.85) vs BRIIX (1.91). BRIIX was incepted earlier than VGSIX: BRIIX (7 years) vs VGSIX (28 years). BRIIX is a more actively managed with annual turnover of: 109.95 vs. VGSIX (9.00). VGSIX has a lower initial minimum investment than BRIIX: VGSIX (3000) vs BRIIX (1000000). VGSIX (30.65) and BRIIX (29.18) have marching annual gain over last year. BRIIX return over 5 years is better than : 60.27 vs. VGSIX (25.45).
| BRIIX | VGSIX | BRIIX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 15.354 | 12.979 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 70.5B | 0% |
| Annual Yield % from dividends | 1.91 | 3.85 | 50% |
| Returns for 1 year | 29.18 | 30.65 | 95% |
| Returns for 3 years | 5.58 | 3.36 | 166% |
| Returns for 5 years | 60.27 | 25.45 | 237% |
| Returns for 10 years | N/A | 86.34 | - |