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BREFX vs VGSNX
BREFX vs VGSNX Comparison
Open Charts BREFX vs VGSNX
Baron Real Estate Retail
Price$37.25
Change+$0.19 (+0.51%)
VolumeN/A
Net Assets2.06B
Vanguard Real Estate Index Institutional
Price$19.90
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets63.57B
BREFX vs VGSNX Comparison Chart
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BREFX vs. VGSNX commentary
Jun 14, 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: 63.6B vs. BREFX (2.06B). VGSNX pays higher dividends than BREFX: VGSNX (4.08) vs BREFX (0.17). BREFX was incepted earlier than VGSNX: BREFX (15 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 : 12.31 vs. BREFX (8.06). BREFX return over 5 years is better than : 38.49 vs. VGSNX (35.41).
| 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 | 22 years | - |
| Gain YTD | -4.706 | 2.304 | -204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 63.6B | 3% |
| Annual Yield % from dividends | 0.17 | 4.08 | 4% |
| Returns for 1 year | 8.06 | 12.31 | 66% |
| Returns for 3 years | 30.88 | 16.09 | 192% |
| Returns for 5 years | 38.49 | 35.41 | 109% |
| Returns for 10 years | 41.02 | 65.01 | 63% |
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