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BREFX vs VGSIX
BREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIX
Baron Real Estate Retail
Price$36.81
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets2.06B
Vanguard Real Estate Index Investor
Price$29.87
Change+$0.16 (+0.54%)
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.
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 : 11.03 vs. BREFX (7.80). BREFX return over 5 years is better than : 30.06 vs. VGSIX (26.83).
| BREFX | VGSIX | BREFX / VGSIX | |
| Total Expense Ratio | 1.31 | 0.27 | 485% |
| Annual Report Gross Expense Ratio | 1.31 | 0.27 | 485% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | -5.631 | 1.278 | -441% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 63.6B | 3% |
| Annual Yield % from dividends | 0.17 | 3.92 | 4% |
| Returns for 1 year | 7.80 | 11.03 | 71% |
| Returns for 3 years | 14.12 | 1.39 | 1,015% |
| Returns for 5 years | 30.06 | 26.83 | 112% |
| Returns for 10 years | 39.97 | 62.29 | 64% |
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