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BREFX vs VGSIX
BREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIX
Baron Real Estate Retail
Price$38.31
Change-$1.77 (-4.42%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$29.66
Change-$1.26 (-4.08%)
VolumeN/A
CapitalizationN/A
BREFX vs VGSIX Comparison Chart
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BREFX vs. VGSIX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.8B vs. BREFX (2.31B). VGSIX pays higher dividends than BREFX: VGSIX (3.85) vs BREFX (0.05). BREFX was incepted earlier than VGSIX: BREFX (15 years) vs VGSIX (29 years). 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). BREFX annual gain was more profitable for investors over the last year : 17.20 vs. VGSIX (9.98). BREFX return over 5 years is better than : 55.31 vs. VGSIX (21.15).
| BREFX | VGSIX | BREFX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 15.649 | 8.355 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 70.8B | 3% |
| Annual Yield % from dividends | 0.05 | 3.85 | 1% |
| Returns for 1 year | 17.20 | 9.98 | 172% |
| Returns for 3 years | 6.29 | -6.75 | -93% |
| Returns for 5 years | 55.31 | 21.15 | 262% |
| Returns for 10 years | 56.28 | 57.19 | 98% |