Interact to see
Advertisement
Advertisement
BREFX vs VGSNX
BREFX vs VGSNX Comparison
Open Charts BREFX vs VGSNX
Baron Real Estate Retail
Price$39.74
Change-$0.57 (-1.41%)
VolumeN/A
Net Assets2.35B
Vanguard Real Estate Index Institutional
Price$19.79
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets65.68B
BREFX vs VGSNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BREFX vs. VGSNX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. BREFX (2.35B). VGSNX pays higher dividends than BREFX: VGSNX (3.87) 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). BREFX annual gain was more profitable for investors over the last year : 0.51 vs. VGSNX (-0.13). VGSNX return over 5 years is better than : 31.76 vs. BREFX (21.27).
| 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 | 2.181 | 4.621 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 65.7B | 4% |
| Annual Yield % from dividends | 0.01 | 3.87 | 0% |
| Returns for 1 year | 0.51 | -0.13 | -382% |
| Returns for 3 years | 49.05 | 32.64 | 150% |
| Returns for 5 years | 21.27 | 31.76 | 67% |
| Returns for 10 years | 59.18 | 62.40 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers