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BRIUX vs VGSNX
BRIUX vs VGSNX Comparison
Open Charts BRIUX vs VGSNX
Baron Real Estate Income R6
Price$16.99
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets242.3M
Vanguard Real Estate Index Institutional
Price$20.28
Change+$0.22 (+1.10%)
VolumeN/A
Net Assets65.73B
BRIUX vs VGSNX Comparison Chart in %
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BRIUX vs. VGSNX commentary
Sep 08, 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 StrongBuy and VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. BRIUX (242M). VGSNX pays higher dividends than BRIUX: VGSNX (3.78) vs BRIUX (1.56). BRIUX was incepted earlier than VGSNX: BRIUX (8 years) vs VGSNX (22 years). BRIUX (0.90) is less costly to investors than VGSNX (0.11). BRIUX is a more actively managed with annual turnover of: 131.00 vs. VGSNX (7.00). BRIUX (5000000) and VGSNX (5000000) have matching initial minimum investment requirements. BRIUX annual gain was more profitable for investors over the last year : 8.93 vs. VGSNX (1.03). BRIUX return over 5 years is better than : 47.63 vs. VGSNX (36.56).
| BRIUX | VGSNX | BRIUX / 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 | 2.945 | 5.819 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 65.7B | 0% |
| Annual Yield % from dividends | 1.56 | 3.78 | 41% |
| Returns for 1 year | 8.93 | 1.03 | 865% |
| Returns for 3 years | 24.68 | 13.25 | 186% |
| Returns for 5 years | 47.63 | 36.56 | 130% |
| Returns for 10 years | N/A | 78.19 | - |
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