BREFX
Price
$36.81
Change
+$0.11 (+0.30%)
Updated
Jun 6 closing price
Net Assets
2.06B
VGSIX
Price
$29.71
Change
-$0.02 (-0.07%)
Updated
Jun 5 closing price
Net Assets
63.57B
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BREFX vs VGSIX

Header iconBREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIXBanner chart's image
Baron Real Estate Retail
Price$36.81
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets2.06B
Vanguard Real Estate Index Investor
Price$29.71
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets63.57B
BREFX vs VGSIX Comparison Chart
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BREFX vs. VGSIX commentary
Jun 07, 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.

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FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. BREFX (2.06B). VGSIX pays higher dividends than BREFX: VGSIX (3.92) vs BREFX (0.17). BREFX was incepted earlier than VGSIX: BREFX (15 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). BREFX has a lower initial minimum investment than VGSIX: BREFX (2000) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 11.31 vs. BREFX (7.80). BREFX return over 5 years is better than : 30.06 vs. VGSIX (26.92).
BREFXVGSIXBREFX / VGSIX
Total Expense Ratio1.310.27485%
Annual Report Gross Expense Ratio1.310.27485%
Fund Existence15 years29 years-
Gain YTD-5.6311.346-418%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets2.06B63.6B3%
Annual Yield % from dividends0.173.924%
Returns for 1 year7.8011.3169%
Returns for 3 years14.122.80504%
Returns for 5 years30.0626.92112%
Returns for 10 years39.9761.2665%
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