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BREFX vs VGSNX
BREFX vs VGSNX Comparison
Open Charts BREFX vs VGSNX
Baron Real Estate Retail
Price$38.31
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets2.23B
Vanguard Real Estate Index Institutional
Price$19.42
Change-$0.14 (-0.72%)
VolumeN/A
Net Assets64B
BREFX vs VGSNX Comparison Chart in %
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BREFX vs. VGSNX commentary
Nov 20, 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: 64B vs. BREFX (2.23B). VGSNX pays higher dividends than BREFX: VGSNX (3.98) vs BREFX (0.01). BREFX was incepted earlier than VGSNX: BREFX (16 years) vs VGSNX (22 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 : -2.35 vs. BREFX (-4.43). VGSNX return over 5 years is better than : 27.75 vs. BREFX (13.20).
| 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 | 16 years | 22 years | - |
| Gain YTD | -1.489 | 3.041 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 64B | 3% |
| Annual Yield % from dividends | 0.01 | 3.98 | 0% |
| Returns for 1 year | -4.43 | -2.35 | 188% |
| Returns for 3 years | 34.39 | 18.24 | 189% |
| Returns for 5 years | 13.20 | 27.75 | 48% |
| Returns for 10 years | 51.88 | 59.49 | 87% |
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