Interact to see
Advertisement
Advertisement
BREFX vs VGSLX
BREFX vs VGSLX Comparison
Open Charts BREFX vs VGSLX
Baron Real Estate Retail
Price$35.93
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets2.04B
Vanguard Real Estate Index Admiral
Price$123.35
Change-$0.50 (-0.40%)
VolumeN/A
Net Assets63.13B
BREFX vs VGSLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BREFX vs. VGSLX commentary
May 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 VGSLX is a Hold.
FUNDAMENTALS
Fundamentals
VGSLX has more cash in the bank: 63.1B vs. BREFX (2.04B). VGSLX pays higher dividends than BREFX: VGSLX (4.11) vs BREFX (0.18). BREFX was incepted earlier than VGSLX: BREFX (15 years) vs VGSLX (24 years). BREFX (1.31) is less costly to investors than VGSLX (0.13). BREFX is a more actively managed with annual turnover of: 77.00 vs. VGSLX (7.00). BREFX has a lower initial minimum investment than VGSLX: BREFX (2000) vs VGSLX (3000). VGSLX annual gain was more profitable for investors over the last year : 8.86 vs. BREFX (3.97). VGSLX (43.58) and BREFX (42.35) have equivalent 5 years return.
| BREFX | VGSLX | BREFX / VGSLX | |
| Total Expense Ratio | 1.31 | 0.13 | 1,008% |
| Annual Report Gross Expense Ratio | 1.31 | 0.13 | 1,008% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | -7.380 | -0.960 | 769% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 63.1B | 3% |
| Annual Yield % from dividends | 0.18 | 4.11 | 4% |
| Returns for 1 year | 3.97 | 8.86 | 45% |
| Returns for 3 years | 18.09 | 3.04 | 594% |
| Returns for 5 years | 42.35 | 43.58 | 97% |
| Returns for 10 years | 34.06 | 53.44 | 64% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement