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BREFX vs VGSLX
BREFX vs VGSLX Comparison
Open Charts BREFX vs VGSLX
Baron Real Estate Retail
Price$39.41
Change+$0.25 (+0.64%)
VolumeN/A
Net Assets2.15B
Vanguard Real Estate Index Admiral
Price$127.14
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets64.7B
BREFX vs VGSLX Comparison Chart
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BREFX vs. VGSLX 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 VGSLX is a Hold.
FUNDAMENTALS
Fundamentals
VGSLX has more cash in the bank: 64.7B vs. BREFX (2.16B). VGSLX pays higher dividends than BREFX: VGSLX (3.99) vs BREFX (0.05). BREFX was incepted earlier than VGSLX: BREFX (15 years) vs VGSLX (23 years). BREFX is a more actively managed with annual turnover of: 57.86 vs. VGSLX (9.00). BREFX has a lower initial minimum investment than VGSLX: BREFX (2000) vs VGSLX (3000). BREFX annual gain was more profitable for investors over the last year : 16.96 vs. VGSLX (10.55). BREFX return over 5 years is better than : 46.45 vs. VGSLX (14.23).
| BREFX | VGSLX | BREFX / VGSLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 1.337 | 0.657 | 203% |
| 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 | 3.99 | 1% |
| Returns for 1 year | 16.96 | 10.55 | 161% |
| Returns for 3 years | 6.26 | -6.78 | -92% |
| Returns for 5 years | 46.45 | 14.23 | 326% |
| Returns for 10 years | 53.88 | 44.64 | 121% |
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