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BRIIX vs VGSIX
BRIIX vs VGSIX Comparison
Open Charts BRIIX vs VGSIX
Baron Real Estate Income Institutional
Price$16.57
Change-$0.12 (-0.72%)
VolumeN/A
Net Assets239.79M
Vanguard Real Estate Index Investor
Price$29.76
Change-$0.21 (-0.70%)
VolumeN/A
Net Assets63.72B
BRIIX vs VGSIX Comparison Chart in %
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BRIIX vs. VGSIX commentary
Aug 07, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.7B vs. BRIIX (240M). VGSIX pays higher dividends than BRIIX: VGSIX (3.74) vs BRIIX (1.61). 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 : 12.83 vs. VGSIX (3.36). BRIIX return over 5 years is better than : 43.85 vs. VGSIX (31.43).
| 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 | 0.418 | 3.130 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 63.7B | 0% |
| Annual Yield % from dividends | 1.61 | 3.74 | 43% |
| Returns for 1 year | 12.83 | 3.36 | 382% |
| Returns for 3 years | 16.38 | 4.68 | 350% |
| Returns for 5 years | 43.85 | 31.43 | 140% |
| Returns for 10 years | N/A | 59.51 | - |
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