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BREFX vs VGSIX
BREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIX
Baron Real Estate Retail
Price$37.53
Change+$0.36 (+0.97%)
VolumeN/A
Net Assets2.06B
Vanguard Real Estate Index Investor
Price$29.42
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets63.57B
BREFX vs VGSIX Comparison Chart in %
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BREFX vs. VGSIX commentary
Jun 29, 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 Buy and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. BREFX (2.06B). VGSIX pays higher dividends than BREFX: VGSIX (3.92) vs BREFX (0.17). BREFX was incepted earlier than VGSIX: BREFX (16 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: 77.00 vs. VGSIX (7.00). VGSIX has a lower initial minimum investment than BREFX: VGSIX (0) vs BREFX (2000). BREFX (10.79) and VGSIX (10.43) have marching annual gain over last year. BREFX return over 5 years is better than : 42.48 vs. VGSIX (39.63).
| BREFX | VGSIX | BREFX / VGSIX | |
| Total Expense Ratio | 1.31 | 0.27 | 485% |
| Annual Report Gross Expense Ratio | 1.31 | 0.27 | 485% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | -3.497 | 1.238 | -283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 63.6B | 3% |
| Annual Yield % from dividends | 0.17 | 3.92 | 4% |
| Returns for 1 year | 10.79 | 10.43 | 103% |
| Returns for 3 years | 30.38 | 8.85 | 343% |
| Returns for 5 years | 42.48 | 39.63 | 107% |
| Returns for 10 years | 44.29 | 64.90 | 68% |
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