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BRIIX vs VGSIX
BRIIX vs VGSIX Comparison
Open Charts BRIIX vs VGSIX
Baron Real Estate Income Institutional
Price$17.10
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets242.3M
Vanguard Real Estate Index Investor
Price$30.48
Change-$0.08 (-0.26%)
VolumeN/A
Net Assets63.72B
BRIIX vs VGSIX Comparison Chart in %
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BRIIX vs. VGSIX commentary
Aug 30, 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 Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.7B vs. BRIIX (242M). 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 : 9.49 vs. VGSIX (0.90). BRIIX return over 5 years is better than : 44.67 vs. VGSIX (33.78).
| 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 | 2.765 | 5.161 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 63.7B | 0% |
| Annual Yield % from dividends | 1.61 | 3.74 | 43% |
| Returns for 1 year | 9.49 | 0.90 | 1,055% |
| Returns for 3 years | 21.67 | 9.66 | 224% |
| Returns for 5 years | 44.67 | 33.78 | 132% |
| Returns for 10 years | N/A | 73.03 | - |
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