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BRIIX vs CREFX
BRIIX vs CREFX Comparison
Open Charts BRIIX vs CREFX
Baron Real Estate Income Institutional
Price$16.67
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets239.83M
Cohen & Steers Real Estate Securities F
Price$17.87
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets8.03B
BRIIX vs CREFX Comparison Chart in %
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BRIIX vs. CREFX commentary
Jul 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 Buy and CREFX is a Hold.
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 8.03B vs. BRIIX (240M). CREFX pays higher dividends than BRIIX: CREFX (2.58) vs BRIIX (1.63). BRIIX was incepted earlier than CREFX: BRIIX (8 years) vs CREFX (8 years). BRIIX (0.90) is less costly to investors than CREFX (0.75). BRIIX is a more actively managed with annual turnover of: 131.00 vs. CREFX (35.00). CREFX has a lower initial minimum investment than BRIIX: CREFX (0) vs BRIIX (1000000). BRIIX annual gain was more profitable for investors over the last year : 17.95 vs. CREFX (11.68). BRIIX return over 5 years is better than : 53.38 vs. CREFX (38.61).
| BRIIX | CREFX | BRIIX / CREFX | |
| Total Expense Ratio | 0.80 | 0.75 | 107% |
| Annual Report Gross Expense Ratio | 0.90 | 0.75 | 120% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 0.295 | 5.114 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 8.03B | 3% |
| Annual Yield % from dividends | 1.63 | 2.58 | 63% |
| Returns for 1 year | 17.95 | 11.68 | 154% |
| Returns for 3 years | 21.53 | 12.84 | 168% |
| Returns for 5 years | 53.38 | 38.61 | 138% |
| Returns for 10 years | N/A | N/A | - |
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