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BREFX vs VGSIX
BREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIX
Baron Real Estate Retail
Price$38.90
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets2.13B
Vanguard Real Estate Index Investor
Price$29.90
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets63.79B
BREFX vs VGSIX Comparison Chart in %
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BREFX vs. VGSIX commentary
Jul 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.8B vs. BREFX (2.13B). VGSIX pays higher dividends than BREFX: VGSIX (3.75) 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 annual gain was more profitable for investors over the last year : 7.36 vs. VGSIX (4.90). VGSIX (37.29) and BREFX (36.65) have equivalent 5 years return.
| 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 | 0.026 | 2.889 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 63.8B | 3% |
| Annual Yield % from dividends | 0.17 | 3.75 | 4% |
| Returns for 1 year | 7.36 | 4.90 | 150% |
| Returns for 3 years | 30.91 | 8.67 | 357% |
| Returns for 5 years | 36.65 | 37.29 | 98% |
| Returns for 10 years | 47.85 | 59.87 | 80% |
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