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BREFX vs VGSNX
BREFX vs VGSNX Comparison
Open Charts BREFX vs VGSNX
Baron Real Estate Retail
Price$35.93
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets2.04B
Vanguard Real Estate Index Institutional
Price$19.09
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets63.13B
BREFX vs VGSNX Comparison Chart
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BREFX vs. VGSNX 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 VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.1B vs. BREFX (2.04B). VGSNX pays higher dividends than BREFX: VGSNX (4.13) vs BREFX (0.18). BREFX was incepted earlier than VGSNX: BREFX (15 years) vs VGSNX (21 years). BREFX (1.31) is less costly to investors than VGSNX (0.11). BREFX is a more actively managed with annual turnover of: 77.00 vs. VGSNX (7.00). BREFX has a lower initial minimum investment than VGSNX: BREFX (2000) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 8.91 vs. BREFX (3.97). VGSNX (43.68) and BREFX (42.35) have equivalent 5 years return.
| BREFX | VGSNX | BREFX / VGSNX | |
| Total Expense Ratio | 1.31 | 0.11 | 1,191% |
| Annual Report Gross Expense Ratio | 1.31 | 0.11 | 1,191% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | -7.380 | -0.951 | 776% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 63.1B | 3% |
| Annual Yield % from dividends | 0.18 | 4.13 | 4% |
| Returns for 1 year | 3.97 | 8.91 | 45% |
| Returns for 3 years | 18.09 | 3.10 | 584% |
| Returns for 5 years | 42.35 | 43.68 | 97% |
| Returns for 10 years | 34.06 | 53.75 | 63% |
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