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BREFX vs VGSIX
BREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIX
Baron Real Estate Retail
Price$42.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.24B
Vanguard Real Estate Index Investor
Price$30.54
Change-$0.18 (-0.59%)
VolumeN/A
Net Assets65.73B
BREFX vs VGSIX Comparison Chart in %
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BREFX vs. VGSIX commentary
Sep 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 StrongBuy and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. BREFX (2.24B). VGSIX pays higher dividends than BREFX: VGSIX (3.62) vs BREFX (0.15). 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 : 13.62 vs. VGSIX (0.95). VGSIX (35.81) and BREFX (34.77) 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 | 8.331 | 5.711 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 65.7B | 3% |
| Annual Yield % from dividends | 0.15 | 3.62 | 4% |
| Returns for 1 year | 13.62 | 0.95 | 1,440% |
| Returns for 3 years | 36.38 | 9.06 | 402% |
| Returns for 5 years | 34.77 | 35.81 | 97% |
| Returns for 10 years | 69.58 | 74.01 | 94% |
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