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BRIUX vs CSRIX
BRIUX vs CSRIX Comparison
Open Charts BRIUX vs CSRIX
Baron Real Estate Income R6
Price$16.13
Change-$0.54 (-3.24%)
VolumeN/A
Net Assets226.97M
Cohen & Steers Instl Realty Shares
Price$48.23
Change-$1.13 (-2.29%)
VolumeN/A
Net Assets8.24B
BRIUX vs CSRIX Comparison Chart
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BRIUX vs. CSRIX commentary
Apr 04, 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 BRIUX is a Buy and CSRIX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.24B vs. BRIUX (227M). CSRIX pays higher dividends than BRIUX: CSRIX (2.90) vs BRIUX (1.40). BRIUX was incepted earlier than CSRIX: BRIUX (7 years) vs CSRIX (25 years). BRIUX (0.97) is less costly to investors than CSRIX (0.76). BRIUX is a more actively managed with annual turnover of: 109.95 vs. CSRIX (32.00). CSRIX has a lower initial minimum investment than BRIUX: CSRIX (1000000) vs BRIUX (5000000). BRIUX annual gain was more profitable for investors over the last year : 17.76 vs. CSRIX (14.01). BRIUX return over 5 years is better than : 96.39 vs. CSRIX (71.21).
| BRIUX | CSRIX | BRIUX / CSRIX | |
| Total Expense Ratio | 0.80 | 0.75 | 107% |
| Annual Report Gross Expense Ratio | 0.97 | 0.76 | 128% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | -0.206 | 3.731 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 8.24B | 3% |
| Annual Yield % from dividends | 1.40 | 2.90 | 48% |
| Returns for 1 year | 17.76 | 14.01 | 127% |
| Returns for 3 years | -0.56 | -3.66 | 15% |
| Returns for 5 years | 96.39 | 71.21 | 135% |
| Returns for 10 years | N/A | 24.50 | - |
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