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BREFX vs VGSNX
BREFX vs VGSNX Comparison
Open Charts BREFX vs VGSNX
Baron Real Estate Retail
Price$40.62
Change-$0.10 (-0.25%)
VolumeN/A
Net Assets2.24B
Vanguard Real Estate Index Institutional
Price$19.66
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets63.72B
BREFX vs VGSNX Comparison Chart in %
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BREFX vs. VGSNX commentary
Aug 16, 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 Buy and VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.7B vs. BREFX (2.24B). VGSNX pays higher dividends than BREFX: VGSNX (3.91) vs BREFX (0.16). 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 : 11.83 vs. VGSNX (1.38). VGSNX return over 5 years is better than : 33.04 vs. BREFX (30.94).
| 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 | 4.448 | 2.062 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 63.7B | 4% |
| Annual Yield % from dividends | 0.16 | 3.91 | 4% |
| Returns for 1 year | 11.83 | 1.38 | 855% |
| Returns for 3 years | 24.88 | -0.55 | -4,523% |
| Returns for 5 years | 30.94 | 33.04 | 94% |
| Returns for 10 years | 54.63 | 56.13 | 97% |
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