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BRIIX vs CREFX
BRIIX vs CREFX Comparison
Open Charts BRIIX vs CREFX
Baron Real Estate Income Institutional
Price$17.06
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets242.3M
Cohen & Steers Real Estate Securities F
Price$17.74
Change-$0.11 (-0.62%)
VolumeN/A
Net Assets8.3B
BRIIX vs CREFX Comparison Chart in %
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BRIIX vs. CREFX commentary
Sep 09, 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 CREFX is a Hold.
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 8.3B vs. BRIIX (242M). CREFX pays higher dividends than BRIIX: CREFX (2.55) vs BRIIX (1.56). 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 : 9.36 vs. CREFX (-1.88). BRIIX return over 5 years is better than : 47.39 vs. CREFX (33.04).
| 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 | 2.642 | 4.349 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 8.3B | 3% |
| Annual Yield % from dividends | 1.56 | 2.55 | 61% |
| Returns for 1 year | 9.36 | -1.88 | -499% |
| Returns for 3 years | 20.06 | 8.47 | 237% |
| Returns for 5 years | 47.39 | 33.04 | 143% |
| Returns for 10 years | N/A | N/A | - |
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