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BREFX vs VGSNX
BREFX vs VGSNX Comparison
Open Charts BREFX vs VGSNX
Baron Real Estate Retail
Price$38.31
Change-$1.77 (-4.42%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Institutional
Price$19.58
Change-$0.83 (-4.07%)
VolumeN/A
CapitalizationN/A
BREFX vs VGSNX Comparison Chart
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BREFX vs. VGSNX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 70.8B vs. BREFX (2.31B). VGSNX pays higher dividends than BREFX: VGSNX (4.01) vs BREFX (0.05). BREFX was incepted earlier than VGSNX: BREFX (15 years) vs VGSNX (21 years). BREFX is a more actively managed with annual turnover of: 57.86 vs. VGSNX (9.00). 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 : 17.20 vs. VGSNX (10.18). BREFX return over 5 years is better than : 55.31 vs. VGSNX (22.11).
| BREFX | VGSNX | BREFX / VGSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 15.649 | 8.510 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 70.8B | 3% |
| Annual Yield % from dividends | 0.05 | 4.01 | 1% |
| Returns for 1 year | 17.20 | 10.18 | 169% |
| Returns for 3 years | 6.29 | -6.30 | -100% |
| Returns for 5 years | 55.31 | 22.11 | 250% |
| Returns for 10 years | 56.28 | 59.32 | 95% |
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