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BREFX vs VGSIX
BREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIX
Baron Real Estate Retail
Price$39.74
Change-$0.57 (-1.41%)
VolumeN/A
Net Assets2.35B
Vanguard Real Estate Index Investor
Price$29.98
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets65.68B
BREFX vs VGSIX Comparison Chart in %
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BREFX vs. VGSIX commentary
Oct 09, 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: 65.7B vs. BREFX (2.35B). VGSIX pays higher dividends than BREFX: VGSIX (3.71) vs BREFX (0.01). 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 annual gain was more profitable for investors over the last year : 0.51 vs. VGSIX (-0.29). VGSIX return over 5 years is better than : 30.71 vs. BREFX (21.27).
| 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 | 2.181 | 4.530 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 65.7B | 4% |
| Annual Yield % from dividends | 0.01 | 3.71 | 0% |
| Returns for 1 year | 0.51 | -0.29 | -179% |
| Returns for 3 years | 49.05 | 32.00 | 153% |
| Returns for 5 years | 21.27 | 30.71 | 69% |
| Returns for 10 years | 59.18 | 60.11 | 98% |
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