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BRIIX vs VGSNX
BRIIX vs VGSNX Comparison
Open Charts BRIIX vs VGSNX
Baron Real Estate Income Institutional
Price$16.57
Change-$0.12 (-0.72%)
VolumeN/A
Net Assets239.79M
Vanguard Real Estate Index Institutional
Price$19.64
Change-$0.14 (-0.71%)
VolumeN/A
Net Assets63.72B
BRIIX vs VGSNX Comparison Chart in %
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BRIIX vs. VGSNX 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 VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.7B vs. BRIIX (240M). VGSNX pays higher dividends than BRIIX: VGSNX (3.91) vs BRIIX (1.61). BRIIX was incepted earlier than VGSNX: BRIIX (8 years) vs VGSNX (22 years). BRIIX (0.90) is less costly to investors than VGSNX (0.11). BRIIX is a more actively managed with annual turnover of: 131.00 vs. VGSNX (7.00). BRIIX has a lower initial minimum investment than VGSNX: BRIIX (1000000) vs VGSNX (5000000). BRIIX annual gain was more profitable for investors over the last year : 12.83 vs. VGSNX (3.56). BRIIX return over 5 years is better than : 43.85 vs. VGSNX (32.45).
| BRIIX | VGSNX | BRIIX / VGSNX | |
| Total Expense Ratio | 0.80 | 0.11 | 727% |
| Annual Report Gross Expense Ratio | 0.90 | 0.11 | 818% |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 0.418 | 3.210 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 63.7B | 0% |
| Annual Yield % from dividends | 1.61 | 3.91 | 41% |
| Returns for 1 year | 12.83 | 3.56 | 361% |
| Returns for 3 years | 16.38 | 5.18 | 316% |
| Returns for 5 years | 43.85 | 32.45 | 135% |
| Returns for 10 years | N/A | 61.73 | - |
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