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BREFX vs VGSIX
BREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIX
Baron Real Estate Retail
Price$39.41
Change+$0.25 (+0.64%)
VolumeN/A
Net Assets2.15B
Vanguard Real Estate Index Investor
Price$29.82
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets64.7B
BREFX vs VGSIX Comparison Chart
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BREFX vs. VGSIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64.7B vs. BREFX (2.16B). 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). BREFX annual gain was more profitable for investors over the last year : 16.96 vs. VGSIX (10.40). BREFX return over 5 years is better than : 46.45 vs. VGSIX (13.46).
| 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 | 1.337 | 0.675 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 64.7B | 3% |
| Annual Yield % from dividends | 0.05 | 3.85 | 1% |
| Returns for 1 year | 16.96 | 10.40 | 163% |
| Returns for 3 years | 6.26 | -7.16 | -87% |
| Returns for 5 years | 46.45 | 13.46 | 345% |
| Returns for 10 years | 53.88 | 42.92 | 126% |
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