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BRIIX vs VGSIX
BRIIX vs VGSIX Comparison
Open Charts BRIIX vs VGSIX
Baron Real Estate Income Institutional
Price$16.85
Change-$0.08 (-0.47%)
VolumeN/A
Net Assets259.43M
Vanguard Real Estate Index Investor
Price$29.83
Change-$0.15 (-0.50%)
VolumeN/A
Net Assets65.68B
BRIIX vs VGSIX Comparison Chart in %
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BRIIX vs. VGSIX commentary
Oct 10, 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 VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. BRIIX (259M). VGSIX pays higher dividends than BRIIX: VGSIX (3.71) vs BRIIX (1.68). BRIIX was incepted earlier than VGSIX: BRIIX (8 years) vs VGSIX (29 years). BRIIX (0.90) is less costly to investors than VGSIX (0.27). BRIIX is a more actively managed with annual turnover of: 131.00 vs. VGSIX (7.00). VGSIX has a lower initial minimum investment than BRIIX: VGSIX (0) vs BRIIX (1000000). BRIIX annual gain was more profitable for investors over the last year : 4.51 vs. VGSIX (-0.84). BRIIX return over 5 years is better than : 40.95 vs. VGSIX (30.76).
| BRIIX | VGSIX | BRIIX / VGSIX | |
| Total Expense Ratio | 0.80 | 0.27 | 296% |
| Annual Report Gross Expense Ratio | 0.90 | 0.27 | 333% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | 1.783 | 4.114 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 65.7B | 0% |
| Annual Yield % from dividends | 1.68 | 3.71 | 45% |
| Returns for 1 year | 4.51 | -0.84 | -535% |
| Returns for 3 years | 46.57 | 31.48 | 148% |
| Returns for 5 years | 40.95 | 30.76 | 133% |
| Returns for 10 years | N/A | 59.47 | - |
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