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BREFX vs VGSIX
BREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIX
Baron Real Estate Retail
Price$36.76
Change+$0.40 (+1.10%)
VolumeN/A
Net Assets2.22B
Vanguard Real Estate Index Investor
Price$30.29
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets67.79B
BREFX vs VGSIX Comparison Chart
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BREFX vs. VGSIX commentary
Apr 03, 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 BREFX is a Hold and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 67.8B vs. BREFX (2.23B). VGSIX pays higher dividends than BREFX: VGSIX (3.87) vs BREFX (0.17). BREFX was incepted earlier than VGSIX: BREFX (15 years) vs VGSIX (29 years). BREFX (1.31) is less costly to investors than VGSIX (0.27). BREFX is a more actively managed with annual turnover of: 57.86 vs. VGSIX (9.00). BREFX has a lower initial minimum investment than VGSIX: BREFX (2000) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 12.28 vs. BREFX (-0.06). BREFX return over 5 years is better than : 90.09 vs. VGSIX (68.47).
| BREFX | VGSIX | BREFX / VGSIX | |
| Total Expense Ratio | 1.31 | 0.27 | 485% |
| Annual Report Gross Expense Ratio | 1.31 | 0.27 | 485% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | -6.506 | 2.710 | -240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 67.8B | 3% |
| Annual Yield % from dividends | 0.17 | 3.87 | 4% |
| Returns for 1 year | -0.06 | 12.28 | -0% |
| Returns for 3 years | 1.14 | -7.59 | -15% |
| Returns for 5 years | 90.09 | 68.47 | 132% |
| Returns for 10 years | 33.98 | 48.36 | 70% |
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