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BREFX vs VGSIX
BREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIX
Baron Real Estate Retail
Price$38.31
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets2.23B
Vanguard Real Estate Index Investor
Price$29.41
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets64B
BREFX vs VGSIX Comparison Chart in %
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BREFX vs. VGSIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64B vs. BREFX (2.23B). VGSIX pays higher dividends than BREFX: VGSIX (3.81) vs BREFX (0.01). BREFX was incepted earlier than VGSIX: BREFX (16 years) vs VGSIX (30 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). VGSIX annual gain was more profitable for investors over the last year : -2.49 vs. BREFX (-4.43). VGSIX return over 5 years is better than : 26.79 vs. BREFX (13.20).
| 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 | 30 years | - |
| Gain YTD | -1.489 | 2.933 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 64B | 3% |
| Annual Yield % from dividends | 0.01 | 3.81 | 0% |
| Returns for 1 year | -4.43 | -2.49 | 177% |
| Returns for 3 years | 34.39 | 17.73 | 194% |
| Returns for 5 years | 13.20 | 26.79 | 49% |
| Returns for 10 years | 51.88 | 57.30 | 91% |
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