Ad is loading...
BREFX vs VGSIX
BREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIX
Baron Real Estate Retail
Price$39.37
Change-$1.13 (-2.79%)
VolumeN/A
Net Assets2.25B
Vanguard Real Estate Index Investor
Price$30.45
Change-$0.29 (-0.94%)
VolumeN/A
Net Assets65.71B
BREFX vs VGSIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BREFX vs. VGSIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. BREFX (2.25B). 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). VGSIX (12.09) and BREFX (11.71) have marching annual gain over last year. BREFX return over 5 years is better than : 40.57 vs. VGSIX (10.22).
| 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 | 1.234 | 2.802 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 65.7B | 3% |
| Annual Yield % from dividends | 0.05 | 3.85 | 1% |
| Returns for 1 year | 11.71 | 12.09 | 97% |
| Returns for 3 years | 8.97 | 1.12 | 803% |
| Returns for 5 years | 40.57 | 10.22 | 397% |
| Returns for 10 years | 48.12 | 51.35 | 94% |