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BRIIX vs CREFX
BRIIX vs CREFX Comparison
Open Charts BRIIX vs CREFX
Baron Real Estate Income Institutional
Price$16.43
Change-$0.19 (-1.14%)
VolumeN/A
Net Assets239.83M
Cohen & Steers Real Estate Securities F
Price$17.78
Change-$0.14 (-0.78%)
VolumeN/A
Net Assets8.03B
BRIIX vs CREFX Comparison Chart
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BRIIX vs. CREFX commentary
Jun 15, 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: 8.03B vs. BRIIX (240M). CREFX pays higher dividends than BRIIX: CREFX (2.20) vs BRIIX (1.40). BRIIX was incepted earlier than CREFX: BRIIX (7 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 : 17.04 vs. CREFX (10.73). BRIIX return over 5 years is better than : 52.79 vs. CREFX (33.66).
| BRIIX | CREFX | BRIIX / CREFX | |
| Total Expense Ratio | 0.80 | 0.75 | 107% |
| Annual Report Gross Expense Ratio | 0.90 | 0.75 | 120% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | -1.702 | 3.631 | -47% |
| 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 | 1.40 | 2.20 | 64% |
| Returns for 1 year | 17.04 | 10.73 | 159% |
| Returns for 3 years | 25.71 | 16.97 | 152% |
| Returns for 5 years | 52.79 | 33.66 | 157% |
| Returns for 10 years | N/A | N/A | - |
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