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BREFX vs VGSNX
BREFX vs VGSNX Comparison
Open Charts BREFX vs VGSNX
Baron Real Estate Retail
Price$39.41
Change+$0.25 (+0.64%)
VolumeN/A
Net Assets2.15B
Vanguard Real Estate Index Institutional
Price$19.68
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets64.7B
BREFX vs VGSNX Comparison Chart
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BREFX vs. VGSNX commentary
Jan 19, 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: 64.7B vs. BREFX (2.16B). 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 : 16.96 vs. VGSNX (10.61). BREFX return over 5 years is better than : 46.45 vs. VGSNX (14.37).
| 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 | 1.337 | 0.665 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 64.7B | 3% |
| Annual Yield % from dividends | 0.05 | 4.01 | 1% |
| Returns for 1 year | 16.96 | 10.61 | 160% |
| Returns for 3 years | 6.26 | -6.70 | -93% |
| Returns for 5 years | 46.45 | 14.37 | 323% |
| Returns for 10 years | 53.88 | 44.92 | 120% |
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